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.
Oil price spiked after OPEC agreed production cut
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.