Inflation should start falling back to target early 2018
Tencent topples Apple, petro-yuans & Bitcoin crashes: Saxo Bank's ten Outrageous Predictions for 2018
Gallery of contrarian forecasts
Markets driven by sentiment rather than fundamentals
The American economist Hyman Minsky once said that "stability is destabilising". Minsky's 'financial instability hypothesis', which we witnessed between 2007 and 2009, saw the collapse of the US housing and credit boom and, due to the subsequent policy...
From Japanese equities to corporate bonds
The industry has been gripped by fears of an impending market correction for some time now and debating what could cause a pullback, but talk may have been premature as global equity markets continue to hit fresh record highs into the latter stages of...
Global markets in eight minutes: Four equity managers on the big opportunities and risks heading into 2018
Fund managers reveal the areas where they are boosting exposure and their big concerns for world markets in the year ahead.
In his outlook for 2018, Didier Saint-Georges, managing director at Carmignac, explains why investors should invest in gold as most other assets have the potential to be highly correlated if and when a market correction happens.
Globalisation has come a long way fast, and many of the factors driving local inflation are now global in nature. But where will they go from here?
Very similar environment to dotcom bubble
Strong earnings in tech
First UK rate rise in decade this month
M&A increasing industry trend
Re-rated to 'selective default'
Korea tops tables in October
Short US equities
Trump, inflation and bitcoin on watch list
To grow to $17trn by 2030
Most UK investors seem to view banks as one of the riskiest sectors in the market - a view I understand but fundamentally disagree with.
PwC: Asset and wealth managers must be 'fit for growth' as heyday of 30%+ profit margins not sustainable
Burgeoning wealth of HNWs
Development of EM and US themes
Moved into short-duration high yield
Rising rate environment
We think there is scope for equities to keep climbing from here, and it is all down to the longevity of the business cycle, writes Luca Paolini, chief strategist at Pictet Asset Management.