asset allocation

Beware the latter-day alchemists

VIX index at low levels

Growing political risk

Three key national elections

Pound has 'robust qualities'

Before you think of asking yourself which way emerging markets are going to go this year, stop, writes Tamsin Evans, head of multi-asset at River and Mercantile Asset Management.

Equities climbing 'wall of worry'

The election of Donald Trump as US President may mark a significant structural change in the post-crisis environment and a key turning point in markets.

Uncertainty about what Trump may do

While IMF global growth forecasts may have finally steadied after five consecutive semi-annual cuts, it is not to say that the global economy has stabilised and is set to normalise once again.