Equities

US

Neptune's Milway: Clouds on the US horizon

Politics distracting from strong economy

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

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

22 February 2017 • 2 min read

Emerging markets

RWC's EM head Malloy dismisses Trump trade war fears

Commodity-producing nations will benefit

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

20 February 2017 • 2 min read

Investment

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

Tides change for India and China

19 February 2017 • 3 min read

UK

Update: Unilever shares slide after Kraft Heinz withdraws £115bn bid

After Unilever rejected offer

17 February 2017 • 2 min read

Regulation

Asset allocators back sterling to 'easily recover' despite Brexit fears

Pound has 'robust qualities'

17 February 2017 • 3 min read

US

M&G's Calich: Trump's relationship with China is more important than Mexico

Threat of trade wars

16 February 2017 • 2 min read

US

Artemis' Weldon holds fire on adding further to financials as doubts linger over Trump tax cuts

Lack of faith in US President

16 February 2017 • 2 min read