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?
As Indonesia's high court confirms Joko Widodo as the country's new President, Anthony Cragg from Wells Fargo Asset Management takes a look at what the future holds for markets and the rupiah.
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