Global

Investors bullish on Trump tax bill

The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.

Inflation should start falling back to target early 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...

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.