Equities
US
Americans are an optimistic bunch by nature. However, talk of secular stagnation, declining opportunities and faltering growth have become the topics de jour.
24 April 2016
•
2 min read
Emerging markets
Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
20 April 2016
•
4 min read
Emerging markets
The volume of opinion surrounding emerging markets can, at times, seem deafening, writes Peter Elston, chief investment officer at Seneca Investment Managers.
20 April 2016
•
4 min read
US
Darren Ruane, head of fixed income, Investec Wealth & Investment, looks at the Republican and Democratic candidates and how their case for the economy could affect bond markets in 2016.
20 April 2016
•
3 min read
UK
The UK economy has provided a relatively supportive backdrop for the consumer over the past year, who have benefitted from jobs growth, cheaper oil, and a near-zero inflationary environment.
20 April 2016
•
2 min read
