geopolitical risk

Investment

Fund Manager of the Year Awards: Winner's interview with the Eaton Vance Emerging Markets Local Income team

Winner of the Bonds: Emerging Market Debt Award

clock 29 July 2020 • 4 min read

Multi-asset

Multi-asset managers dismiss bubble fears as gold price reaches record high

Gold miners offer best access

clock 27 July 2020 • 7 min read

Markets

Jim Leaviss: Navigating the inflation conundrum

Managing rising costs amid myriad macro risks

clock 16 June 2020 • 2 min read

Commodities

ETF investors face highest risk as oil volatility batters energy funds

Crude futures seesaw between negative territory and recovery

clock 27 April 2020 • 5 min read

Asia

China stands at the door of the year with two faces

What lies ahead in 2020? Will the US economy tip into recession or accelerate? Will Brexit make or break the UK and its erstwhile partners in Europe?

clock 24 February 2020 • 2 min read

Bonds

The sweet spot for high-yield credit

It is shaping up to be an eventful year for investors with January alone presenting two unforeseen events – an escalation in US-Iran tensions and fears about the impact of the coronavirus outbreak.

clock 20 February 2020 • 2 min read

Asia

The Asian sector due to see the biggest growth rebound

Asian equity markets have underperformed developed markets since around the taper tantrum in 2013, driven partly by monetary policy and tax cuts in the US and partly by investors’ caution on Asia.

clock 19 February 2020 • 2 min read

Emerging markets

Currency set to drive returns from EMD in 2020

While valuations in emerging bond markets may look fairer after solid performance in 2019, we believe various factors remain supportive to the outlook.

clock 19 February 2020 • 2 min read

Markets

New year, old problems: The macro outlook for 2020

Heightened volatility here to stay

clock 06 February 2020 • 2 min read

Commodities

Gold: All I want is 2020 vision

Recent sharp movements are 'rare'

clock 04 February 2020 • 4 min read
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