Essential part of the world economy
The forthcoming political calendar contains several events that have the potential to unnerve markets: the UK is set to invoke Article 50 of the EU treaty; populist movements seek to redraw historic party lines at elections in France and Germany; Italy's...
Ability to generate uncorrelated returns
Reform a 'gargantuan' task
Three key elections ahead
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
Likes healthcare and technology
Political turmoil ahead
End of 30-year run
Equities climbing 'wall of worry'
Helped by weaker yen
Protectionist agenda has raised concerns
Helped by strengthening US dollar
The events of 2016 have already altered the shape of traditional distribution curves of potential political outcomes, widening the tail of unexpected outcomes and making politics increasingly relevant to financial markets, according to Allianz Global...
Favours pharmaceuticals instead
Technology and EM consumer landscape
Expect heightened volatility
Focus on environment and water quality
The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.
Guy Glover, manager of the F&C UK Property fund, gives his outlook for the sector after a turbulent 2016.
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).