After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.
Can this outperformance continue? Synchronised growth throughout the global economy ought to help. When there is a synchronised economic expansion, risk aversion among investors typically falls, leading...
The US dollar is close to peaking and the risks now seem to be on the downside.
Latest news and analysis
Fallout from Haywood suspension
Songs from writers Johntá Austin, Sean Garrett and Rico Love
Strategic public equity