Investors need to sharpen their focus on geopolitical tensions in investment decisions and face the reality of rising risk premia, explains William Davies, head of global equities at Threadneedle Investments
Political conflicts in Russia and the Middle East show no signs of ending, yet emerging markets have continued on an upward curve. Has investor complacency has set in?
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
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