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  • Trending
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Global

Is the market immune to macro shocks?
Is the market immune to macro shocks?

Prudence required to navigate choppy waters

  • Global
  • 13 September 2019
Revealed: The final nominees for this year's Investment Company of the Year Awards
Revealed: The final nominees for this year's Investment Company of the Year Awards

Ceremony takes place on Wednesday 20 November

  • Markets
  • 11 September 2019
Fund managers slash exposure to global equities on trade war fears
Fund managers slash exposure to global equities on trade war fears

US 30-year Treasury plunges to record low

  • Asia
  • 02 September 2019
Japan continues to be the relative value trade in equities
Japan continues to be the relative value trade in equities

In an environment where no region presents an obvious opportunity from a valuation perspective in 2019, Japan offers investors the best chance to at least get access to a major market at something of a discount.

  • Asia
  • 20 August 2019
Are central banks at a crossroads or a dead-end?
Are central banks at a crossroads or a dead-end?

In the developed world, inflation expectation is noise

  • Economics
  • 15 August 2019
Araujo completes overhaul of £2.2bn M&G Global Themes fund
Araujo completes overhaul of £2.2bn M&G Global Themes fund

Four investment trends in new-look portfolio

  • Global
  • 14 August 2019
BofAML survey: Number of fund managers expecting global recession in next year jumps
BofAML survey: Number of fund managers expecting global recession in next year jumps

Downturn risk highest in eight years

  • Bonds
  • 13 August 2019
Prepare for market correction as US-China tensions threaten to turn into currency war
Prepare for market correction as US-China tensions threaten to turn into currency war

Defensive positioning urged following latest Trump tariffs

  • Asia
  • 08 August 2019
The Kiwi question: Have central banks learned nothing since 2008?
The Kiwi question: Have central banks learned nothing since 2008?

Entering a 'monetary policy arms race'

  • Investment
  • 07 August 2019
Surviving a rip current: Do not panic
Surviving a rip current: Do not panic

Why it is better to stay calm

  • Markets
  • 06 August 2019
UK and US markets suffer worst day of the year on currency war concerns
UK and US markets suffer worst day of the year on currency war concerns

Renminbi devalued

  • Investment
  • 06 August 2019
Aviva Investors expands global equity offering with two unconstrained funds
Aviva Investors expands global equity offering with two unconstrained funds

Global and emerging markets launches

  • Equities
  • 05 August 2019
Fears over a bond bubble intensify as negative yielding debt exceeds $14trn
Fears over a bond bubble intensify as negative yielding debt exceeds $14trn

Bond yields predicted to sink below zero, experts argue

  • Markets
  • 01 August 2019
How to invest in a market 'driven by expectation'
How to invest in a market 'driven by expectation'

Part of the June equity market rally was driven by growing investor expectation of a July rate cut in the US, which we believe is overdone.

  • Global
  • 31 July 2019
Why investors need to 'strap in' and brace for recession
Why investors need to 'strap in' and brace for recession

Warning signs in US data

  • Investment
  • 29 July 2019
Greenback, sterling, yen: What should currency investors look out for this summer?
Greenback, sterling, yen: What should currency investors look out for this summer?

Taking stock of the world's currencies

  • Markets
  • 23 July 2019
Postcard from Japan: Creative solutions to the low-growth environment
Postcard from Japan: Creative solutions to the low-growth environment

Headlines 'don't reflect the whole story'

  • Investment
  • 22 July 2019
Trade war: What will bring an end to retaliatory tariffs?
Trade war: What will bring an end to retaliatory tariffs?

In the first half of 2019, the uncertainty surrounding Federal Reserve policy and US-China trade negotiations affected the outlook for all asset classes including global small-cap stocks.

  • Global
  • 22 July 2019
Identifying the structural growth opportunities in the clean economy
Identifying the structural growth opportunities in the clean economy

Widespread signs of global growth slowdown

  • Global
  • 18 July 2019
Warning signs: Six charts signalling a global slowdown
Warning signs: Six charts signalling a global slowdown

Red flags

  • Global
  • 17 July 2019
Which areas of the market will see increased flows?
Which areas of the market will see increased flows?

Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.

  • Global
  • 15 July 2019
Q&A with Matthew Goodwin: What are the best and worst Brexit outcomes?
Q&A with Matthew Goodwin: What are the best and worst Brexit outcomes?

Interview at Investment Week Conference 2019

  • Investment
  • 27 June 2019
The new 'cold war': Economics, tariffs and technology
The new 'cold war': Economics, tariffs and technology

Global macroeconomic indicators have undoubtedly become softer, as the US nears full employment and Europe's manufacturing sector continues to suffer from the effects of weaker trade with China.

  • Bonds
  • 26 June 2019
Quilter Investors expands multi-asset range with double launch
Quilter Investors expands multi-asset range with double launch

Initial FOC of 0.6%

  • Global
  • 26 June 2019
123

Most read

Impact of Woodford fund suspension revealed as Hargreaves receives further blow - reports
Impact of Woodford fund suspension revealed as Hargreaves receives further blow - reports
ECB cuts interest rates to -0.50%
ECB cuts interest rates to -0.50%
Woodford Patient Capital suffers NAV writedown
Woodford Patient Capital suffers NAV writedown
Carney: Pound acting like emerging market currency
Carney: Pound acting like emerging market currency
Managers warned 'prepare for the worst' as Parliament suspension puts EU access at risk
Managers warned 'prepare for the worst' as Parliament suspension puts EU access at risk
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