Donald Trump
Polarised global markets are throwing up contrarian opportunities
Are stockmarkets in a bubble or a recession? Well, arguably it is both.
Polar Capital: Healthcare headwinds short term in the US
Overweight healthcare equipment
Market Movers Blog: GAM denies Generali buyout rumours
Latest news and analysis
Hermes' Lundie favours 'the higher end of high yield' on Unconstrained Credit fund
Taking subordination risk in investment grade companies
Trade wars: A pause or is the end in sight?
How history can provide answers to today's tariff stand-off
'No guts!': Fed disappoints Trump with 25bps rate cut
Seven of ten FOMC members vote for small cut
Oil price rise reaction: 'Likely to remain volatile'
Uncertainty around restoration of Saudi production levels
'Better macro backdrop' is needed for EM earnings to improve
The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.
Cazenove's Mui: The trade nightmare before Christmas
Trump's tariff threats could backfire on US citizens
Is the market immune to macro shocks?
Prudence required to navigate choppy waters
US equity investors are too bullish and bond investors too bearish
Market signals pose 'dilemma' for investors
Fund managers slash exposure to global equities on trade war fears
US 30-year Treasury plunges to record low
UBS WM underweight equities for first time since eurozone crisis
Shifts positioning amid trade troubles
UK and US markets suffer worst day of the year on currency war concerns
Renminbi devalued
Six key themes that will influence investors in the coming months
Sustainability, geopolitics and the 'Woodford liquidity crisis'
First Fed rate cut since 2008 fails to ignite markets
Is Fed losing its independence?
Deteriorating fundamentals are weighing on EMs
We are seeing a new bout of deterioration in fundamentals, with earnings revisions worsening and PMIs back on a declining path across emerging markets (EM).
Will asset allocators miss out on a UK stockmarket recovery?
Investors 'waiting on sidelines' for greater Brexit clarity
Emerging markets: Hard work is still to come
India and trade disputes give EM managers a lot to think about
Can markets stay buoyant for the rest of 2019?
Global economic cycle is among the longest in history
Liontrust's Milburn: 'Bond prices are absolutely crazy'
Fixed income manager takes a more cautious approach
Which areas of the market will see increased flows?
Markets have enjoyed a strong start to 2019, with the MSCI World index up over 16% in the first half.
