SaxoStrats – Equities: Themes to watch out for

The S&P 500 had its best August since 2014, rising 3% but the market’s attention is increasingly on emerging markets, as the trade war intensifies, and the Turkish story that may define the rest of 2018. In the spark of potential volatility, we see increasing interest in keeping up-to-date on the market movements.

What are the themes to watch?