2-year bond yields hit eight month high
It is likely that the value rally in equity markets has largely played out and how the current 'value-versus-growth' dynamic continues in 2017 depends on a confluence of factors.
'Secure growth companies could be toppled by turnaround stories'
'Market participants with opposing views are simply blockheaded'
There are many imbalances around the world, but there are two colossal surpluses and two large deficits which stand out, writes John Redwood, Charles Stanley's chief global strategist.
EMs on a 'whopping' 30% discount