geopolitical risk

Emerging markets

Was Brazil the 'last remaining hurdle' for emerging markets?

Brazilian election means less political uncertainty

clock 08 November 2018 • 5 min read

Emerging markets

The prospect of new cities (and accompanying flow of capital) in the Gulf

Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).

clock 04 November 2018 • 2 min read

Global

Martin Gilbert: Investors should hunker down and prepare for a long, cold winter

Avoiding freezing of US-China ties

clock 01 November 2018 • 3 min read

Markets

Liontrust's Williams: Publicity around Trump's trade war will far outweigh long-term economic impact

What is the real impact of escalating China/US tensions?

clock 31 October 2018 • 5 min read

UK

UBS AM's Magill details 25 years of value investing

Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.

clock 31 October 2018 • 2 min read

Multi-asset

FundsNetwork investors look to diversify in September as geopolitical risks weigh

IA Global sector bestselling

clock 31 October 2018 • 1 min read

Economics

Kestrel adjusts Global Portfolio amid biggest slowdown in global exports since 2015

Trade war impact

clock 30 October 2018 • 2 min read

Emerging markets

Polar Capital's Nøddekær: Trade wars will allow Asia to 'step out on its own'

US becoming insular

clock 26 October 2018 • 2 min read

US

Do the upcoming US mid-terms present an opportunity for US defence stocks?

This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.

clock 26 October 2018 • 2 min read

Global

Trade wars - should you pick a side?

Protect your investments or do nothing?

clock 25 October 2018 • 4 min read
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