Equities

UK

Franklin Templeton's Russon: The great equity market rotation

With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.

clock 22 February 2017 • 4 min read

Multi-asset

The prospects for Europe after election uncertainty clears

Three key national elections

clock 22 February 2017 • 2 min read

Asia

Will Trump's protectionist threats actually materialise?

A trade war would hurt both the US and China

clock 22 February 2017 • 2 min read

Asia

Why a possible sea change from Japan's anaemic past merits a closer look

Overshadowed by Trump and Brexit

clock 22 February 2017 • 2 min read

US

Neptune's Milway: Clouds on the US horizon

Politics distracting from strong economy

clock 22 February 2017 • 2 min read

UK

Miton's Moore: Currency boon is possibly papering over some cracks for UK income stocks

Likely to last until June

clock 22 February 2017 • 2 min read

Asia

Man GLG's Harker: Japan's banking sector has never been better capitalised

Concentrating on stocks everyone hates

clock 22 February 2017 • 2 min read

Emerging markets

RWC's EM head Malloy dismisses Trump trade war fears

Commodity-producing nations will benefit

clock 21 February 2017 • 3 min read

US

Where now for the Fed as 'political interest will play out immensely'?

The White House will have power to appoint governors

clock 20 February 2017 • 2 min read

Investment

Matthews Asia: How to invest in Asia's structural reform story

Tides change for India and China

clock 19 February 2017 • 3 min read
Trustpilot
Loading page