Negative impact of US tariffs
Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.
Explaining the strength of the dollar
Reluctant to control interest rates
Growing cost for European investors
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
10-year Treasury yield passes 3%
Emerging and frontier market equities saw strong performance in 2017
Potential for cashless society
TER of 0.75%
TER of 0.47%
Interesting times for investors
Undecided on next move for pound
'Increasingly important asset class'
Fell 1.6% to $1.1986 this morning
Favours pharmaceuticals instead
Emiel van den Heiligenberg, head of asset allocation at Legal & General Investment Management (LGIM), distils his outlook for 2017 into seven key questions facing investors this year.