Analysed more than 30 years of data
Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...
For over two decades, the pace of Italy's economic growth has lagged that of its major continental peers, writes LGIM's Justin Onuekwusi.
Lazard's Flood 'open' to energy and financials if Trump keeps word on fiscal plans but taking wait and see approach
Concentrated portolio remains unchanged following election
Large-cap bias boosted year-to-date performance
Michael Clark, manager of the £1.1bn Fidelity MoneyBuilder Dividend fund, is forecasting UK dividends will increase by 10% in 2017.
The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).
South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.
Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.
Amid widely-held short positions in Italian debt
Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....
ATI's Mike Appleby: Our investment process is more involved than a simple set of sustainability screens
Benefits of low-growth environment
Cyclicals beginning to outperform
Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.
ESG issues continue to challenge investor attitudes and drive longer-term outlooks, says Schroders study
Jessica Ground, head of stewardship at Schroders, analyses the results of the Schroders Global Investor Study which reveals ESG factors are continuing to gain momentum among the investment community and why advisers can no longer afford to ignore them...
Unable to implement his policies due to legislation
Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...
The headlines for 2017
Just a blip or something worse?
Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....
The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...