Two scenarios outlined
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.
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A lacklustre performance by gold and silver prices this year, despite multiple ongoing geopolitical issues, has renewed questions about the relevance of precious metals as a major investment class.
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
Round-up of the biggest stories of the past few weeks
'Timing is of the essence': Can Turkey recover from currency crisis and prevent wider EM contagion risk?
Managers warn of consequences from fall in lira
Fixing an overheating economy
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Dollar-denominated bonds have not had the best of times recently, writes Mateusz Malek, head of bonds research at Killik & Co.
'Prepare to go off the beaten track'
Assessing the UK's financial health since 2016
Bitcoin at $6,435
Is the best behind us?
'We should now call this a crisis': Italian bond yields surge to highest since 2012 amid snap election fears
Government bond yields soar
In recent months we have been buying 0-5 year US inflation-linked bonds (TIPS) as a defensive move to get exposure to the US dollar, writes MitonOptimal's Peter Geikie-Cobb.
Impact on decision-making
Volatility is a healthy development
With volatility returning to markets and inflation on the rise, can newer asset classes offer more protection for investor wealth?
Political concerns remain
Japanese yen a safe haven
Headwind from euro strength should abate