Equities

It is easy to get lost in the many headlines proclaiming impending doom for Italy's banking system (especially following the 'no' vote in the constitutional referendum), or in the complex details of state aid and debt burden sharing.

Stock fell 90%

'Focus on growth, not value'

Led to reduction in fees

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.

US small caps to benefit from Trump victory

Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.