What options are there for investors?
Commodities thrive where currencies dived
US election and Brexit could lead to more volatility
Underweight GBP and EUR
Follows November Cayman launch
Safe‑haven status of the dollar remains intact
We believe the move of US dollar/Chinese renminbi above seven during early August is symbolic, and the country has explained it is in response to the US-imposed tariffs on Chinese goods.
Taking stock of the world's currencies
Will focus on emerging markets fixed income
New approach to using digital assets
It has been a difficult year for global equities, with volatility caused by factors such as concern about trade wars leaving many of the world's stock markets in retreat.
Liontrust's Williams: Publicity around Trump's trade war will far outweigh long-term economic impact
What is the real impact of escalating China/US tensions?
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%