Equities

Amid widely-held short positions in Italian debt

Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....

Benefits of low-growth environment

Cyclicals beginning to outperform

Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.

Jessica Ground, head of stewardship at Schroders, analyses the results of the Schroders Global Investor Study which reveals ESG factors are continuing to gain momentum among the investment community and why advisers can no longer afford to ignore them...

Unable to implement his policies due to legislation

Royal London Asset Management (RLAM) Equity Income fund manager Martin Cholwill believes there is a danger of investors concentrating too heavily on pension deficits when looking at UK companies - despite the fact deficit figures have spiralled in recent...

The headlines for 2017

Just a blip or something worse?