Equities

Economics

How to allocate for a change in Fed policy

Gearing up for hikes in 2017

clock 08 February 2017 • 2 min read

Asia

Demise of TPP prompts renewed look at India

Increased US-China tension

clock 08 February 2017 • 2 min read

Asia

How Japan is navigating the second stage of its economic rally

Stocks driven by fundamentals

clock 08 February 2017 • 2 min read

Asia

Barings' Lee: The inflection point that will see China 'bounce back' in 2017

Creates 'favourable tailwinds' for Asia

clock 08 February 2017 • 2 min read

Europe

Are there improvements ahead for European banks?

Unattractive sector recently

clock 08 February 2017 • 2 min read

US

Which US sectors will benefit from rising rates?

Fed expected to raise rates twice

clock 08 February 2017 • 2 min read

UK

RLAM's Cholwill on why sterling weakness is Brexit's 'silver lining'

Good for nominal dividend growth

clock 08 February 2017 • 2 min read

Europe

Investec multi-asset team: 'The scene is set for a rally in sterling'

'Everybody hates it'

clock 08 February 2017 • 2 min read

UK

Fidelity's Wright on banks: Market still not prepared to pay up for improved earnings picture

Alex Wright, portfolio manager of the Fidelity Special Values trust and Special Situations fund, talks to Lawrence Gosling about opportunities in sectors including financials, oil and construction.

clock 08 February 2017 • 1 min read

UK

Hargreaves new business inflows down 16% despite profits rise; UK Income fund launch planned

Final results under CEO Gorham

clock 07 February 2017 • 2 min read
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