The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.
2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...
For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.
There are attractive investment opportunities among high-yielding emerging market (EM) eurobonds in our view, writes Koon Chow, an EM macro and FX strategist at Union Bancaire Privée (UBP).
The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...
As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.
We have seen a seismic shift in the political and investment landscape. From Brexit to President Trump, to the return of inflation and the trough in bond yields, the accepted order in the aftermath of the financial crisis is being challenged, writes Jamie...
The precipitous drop in sterling is set to boost dividend payouts from UK blue-chip companies this year. But this should not be taken in isolation by investors as a signal to buy.
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...
The green bond market is only at its early stages of development but is experiencing steady growth over the last two years with strong activity across the primary market, writes Amundi's Marie-Anne Allier.
While the UK economy has recovered markedly since the financial crisis, UK GDP growth is set to slow. GDP growth was 2.2% in 2015, and is now forecast to slow to 1.8% in 2016 and 0.9% 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.
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
Uncertainty about what Trump may do
Recent months have been mixed for the UK property market. The asset class performed well early in the year, but returns were rocked by the uncertainty surrounding June's Brexit vote.
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....
Most developed market yield curves have suffered bear steepening over the past month, despite quantitative easing.
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...
Emerging market debt has gained more than 15% in 2016, outperforming all other major asset classes and markets, and confounding the roundly pessimistic expectations at the start of the year.