China

Implications for banks

First downgrade since 1989

Recently hired former M&G CEO McLintock

Speaking at Artemis' investment roadshow

Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.

China a big risk

Currency gains added to performance

Seen bold reforms including demonetisation

Looking at the largest, most liquid banks

Transfixed by Trump, Brexit and Le Pen, it is increasingly obvious that we have all become too addicted to banging on about the macro and politics.