Trade wars continue to dominate headlines. It is often the explanation behind any sell-off.
Global asset allocators have taken a consensus underweight position to the FTSE, with the UK at its most unloved point in decades relative to other developed markets.
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
Latest rebalance list unveiled
Amid Brexit concerns
Yield and credit curves flat in several markets
Like many countries that took part in the World Cup, the emerging market (EM) space kicked off the 2018 season with euphoria, only to have their hopes dashed on the pitch.
Canaccord’s Thomas reveals his funds to ditch and what should replace them
Most forecasts for the year ahead are not taken seriously, perhaps with good reason, writes Raphael Pitoun (pictured), CIO of Seilern Investment Management.
Research body urges crackdown
Focus on politics and technology
Funds with AUM of €10m at 'high risk' of liquidation
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...
Pictet Asset Management's Tomás Pinto
Three key areas of concern
First rate rise in a year
Managers take cautious approach ahead of expected US rate rise as 'wary' Yellen likely to underwhelm on outlook
Two rate rises predicted next year
Also introduced private client services team
Lack of understanding can lead to 'large, rapid' losses
A number of asset managers could lose access to investment research following the implementation of MiFID II, as their current payments to research providers are likely to be insufficient under the directive, according to Chris Turnbull, co-founder of...