Equities

Improving geopolitics and falling inflation positive drivers

'Best job in the world'

Rob Burnett, manager of the Neptune European Opportunities fund, discusses the drivers behind the recent turnaround for the European financials sector and whether the rally has further to run.

Runs two funds with Richard Pease

Election impact on European trusts

Views from Investment Week's Edinburgh Breakfast Briefing

Corporate profits rebounding

Over the course of 2016, the factors driving Asia's capital markets changed, writes Sharat Shroff, portfolio manager at Matthews Asia.

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.

Rallied last year