Equities

Emerging markets

Investment Conundrums: Lazard AM's Donald - 'The potential for protectionist policies under Trump remains a chief concern for EM investors'

China debt level's and Trump's agenda cited as key risks

clock 02 November 2017 • 4 min read

Asia

Opinion: A new concept of risk has emerged for investors

Markets have realised they have a new concept of risk to play with: idiotic risk. Largely unquantifiable, we see many shining examples, whether in North Korea, the White House or No 10.

clock 01 November 2017 • 2 min read

Equities

Fundsmith expands range with global ESG fund

Similar strategy to £12bn Equity fund

clock 01 November 2017 • 1 min read

Specialist

An electric age: Oil, EVs and the cobalt conundrum

How will it affect the oil price?

clock 01 November 2017 • 5 min read

Specialist

Old Mutual Wealth's Goodland: Senior leadership need to 'walk the walk' on creating a more diverse talent pool

The importance of financial education

clock 01 November 2017 • 7 min read

Emerging markets

Nordea's Nøddekær: US dollar impact on EMs will be short-lived

Technology adoption a key theme

clock 01 November 2017 • 2 min read

Asia

Legg Mason's Shiozumi: Why Abe's 'bully pulpit' will revitalise Japan

Prime Minister Shinzo Abe won a decisive victory in the snap election he called on 22 October.

clock 01 November 2017 • 2 min read

Asia

'The lines between private and state-owned companies in China are becoming less clear'

The strength of emerging market (EM) economic growth this century has been well documented, as has the shift (broadly speaking) from commodity and manufacturing based economies to ones more supported by shifting demographics and the burgeoning middle...

clock 01 November 2017 • 2 min read

Europe

Fidelity's Morse 'nervous' on European valuations

Little margin for error

clock 01 November 2017 • 2 min read

US

Why Goldman Sachs' Bunglawala is bearish on government bonds

Fed is 'behind the curve'

clock 01 November 2017 • 2 min read
Trustpilot