Japan stands to benefit from Trump policies
Higher export volumes have helped Japan's economy continue its improvement, with growth of 1.0% (annualised) during the December quarter.
This paper explores how to capitalise on the growing high-yield market.
Can you ever be socially responsible with debt?
Lower health insurance premiums, less government interference in the healthcare system, lower costs for medical treatment, more competition and lower tax rates - the promises Donald Trump made during his presidential campaign are now the daunting challenges...
Fears that bond markets could become more volatile as a result of reduced liquidity levels in the asset class are continuing to dominate investor conversations in 2017.
Not for the first time in recent history, investors are starting to question their fixed income holdings as the potential for a rise in interest rates in the UK hovers closer.
The great rotation from bonds to equity may be upon us. Inflation and rising interest rates are a challenge for bond markets, investors need to be wary.
Emerging market equities have rebounded following several years of underperformance on both an absolute and relative basis, yet most investors remain pessimistic and are significantly underweight the asset class.
After a 30-year bull market, fixed income investors are now staring down the barrel: 2017 could be the year the government bond bubble finally bursts. It's no time to be blithely banking on bonds.
Our Equity Income Unconstrained Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation.
Mark Burgess, CIO EMEA and Global Head of Equities at Columbia Theadneedle Investments, considers the potential impact on markets of electing Le Pen, and the volatile consequences that this would have on French assets.
2016 was a weak year for technology IPOs - only 13 US venture-backed tech IPOs hit the market, in spite of fairly high public market valuations and investor appetite.
Rob Burnett, Head of European Equities, Neptune
Global dividend growth disappoints in 2016, while dollar strength clouds outlook for 2017
The repercussions from the 2008 Spanish property crash are still being felt by many people, but now there's reason to be much more optimistic.
Kunal Desai, manager of the Neptune India Fund, comments on the strength of India's latest GDP figures.
Our UK Equity Unconstrained Income Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation. This frees us from any benchmark or index constraints, and means we...
Kenichi Amaki, Portfolio Manager, Matthews Asia
Although in political terms 2016 will be remembered for the seismic shocks of the Brexit vote and Trump presidential victory, the year was also a watershed one for the global economy and financial markets in general, and emerging markets in particular....
The Standard Life Investments UK Equity Income Unconstrained Fund
Jeanne Asseraf-Bitton, Lyxor's Head of Cross Asset Research
New products, strong finances and robust growth were the main talking points at JP Morgan's recent healthcare conference in San Francisco. There were positive signals regarding the fundraising climate, as well as the strength of innovation within the...