Donald Trump

Investment

Six key themes that will influence investors in the coming months

Sustainability, geopolitics and the 'Woodford liquidity crisis'

clock 05 August 2019 • 4 min read

Economics

First Fed rate cut since 2008 fails to ignite markets

Is Fed losing its independence?

clock 01 August 2019 • 3 min read

Emerging markets

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).

clock 31 July 2019 • 2 min read

Investment

Will asset allocators miss out on a UK stockmarket recovery?

Investors 'waiting on sidelines' for greater Brexit clarity

clock 29 July 2019 • 5 min read

Investment

Emerging markets: Hard work is still to come

India and trade disputes give EM managers a lot to think about

clock 23 July 2019 • 2 min read

Markets

Can markets stay buoyant for the rest of 2019?

Global economic cycle is among the longest in history

clock 19 July 2019 • 4 min read

Investment

Liontrust's Milburn: 'Bond prices are absolutely crazy'

Fixed income manager takes a more cautious approach

clock 19 July 2019 • 3 min read

Equities

Industry Voice: Trump tweets and market retreats

clock 18 July 2019 • 1 min read

Global

Warning signs: Six charts signalling a global slowdown

Red flags

clock 17 July 2019 • 1 min read

Global

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.

clock 15 July 2019 • 2 min read
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