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...
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.
Donald Trump's style may be direct and unpredictable, but the rediscovery of a belief in leadership should help boost animal spirits, consumer confidence and the economy, argues Richard Woolnough, manager of the M&G Optimal Income fund.
Equities climbing 'wall of worry'
AXA IM's global head of fixed income John Porter talks to editor Katrina Lloyd about the significant pockets of volatility which could open up as investors move away from a deflationary mindset, and why overinvested assets could suffer the greatest liquidity...
According to CFA UK's Valuation Index