Russel Matthews of BlueBay Asset Management
Nationalisation debate a key issue
Structural shift in sector weightings
Faces challenges in 2018
Financial markets are heavily distorted by the unprecedented market presence of central banks. Markets have become extremely sensitive to changes in central bank actions.
The popularity of the climate and environment space has grown exponentially in recent years, with investors increasingly recognising the multiple drivers supporting this long-term megatrend.
Several sectors 'subsumed' by tech growth
2017 marked another strong year for European equities, with the MSCI Europe index providing a total return of 11% and the MSCI Europe ex-UK index providing a total return of 12% in euro terms.
Definition of growth 'not limited'
Unemployment at 50-year low
Investors can 'sleep easily'
Octupus Investments' Oliver Wallin
Focus on internet and consumption
Value stocks to outperform
UK economy showing signs of distress
The world has gone mad for Bitcoin and the blockchain technology that underpins it. But cryptocurrency is not the only financial innovation out there, and not all of it is as overhyped.
Improved receptiveness to shareholders
If there is one undervalued idea today, it is the idea the global economy can grow in a sustained, prosperous fashion.
'Big adjustment in markets'
S&P 500 up every month in 2017
January is the time when commentators opine about the direction of markets and likely macroeconomic trends in the year ahead. They may not focus on certain regulatory and accounting changes which will impact the UK equity market in 2018.