Inflation

Asia

Legg Mason's Shiozumi: Business winners will be those willing to play the 'New Japan'

Risk of Abe resigning

clock 15 March 2017 • 2 min read

Bonds

Tcam's Bathgate: Fixed income is a ticking time bomb

Comparing environment to 1994

clock 15 March 2017 • 2 min read

Markets

Eurozone inflation overshoots ECB target to hit 2% in February

ECB's target was slightly below 2%

clock 02 March 2017 • 1 min read

Bonds

Is the market exaggerating the death of bonds?

Hunt for yield remains

clock 01 March 2017 • 2 min read

US

Can US small caps sustain their strong performance in 2017?

Rallied last year

clock 01 March 2017 • 2 min read

UK

Newton's Metcalfe: Investors must focus on dividend sustainability for UK market

Paid shareholders £325m every working day last year

clock 01 March 2017 • 2 min read

UK

Thesis AM: UK set to enter inflation 'twilight zone'

Not entering stagflation

clock 28 February 2017 • 2 min read

Bonds

Why lessons from 2004 suggest reasons for optimism on bonds

Impact of Fed policy

clock 24 February 2017 • 7 min read

UK

Franklin Templeton's Russon: The great equity market rotation

With significant political decisions undertaken during 2016 on both sides of the Atlantic, 2017 now becomes a year of execution, writes Ben Russon, portfolio manager of the Franklin UK Opportunities fund.

clock 22 February 2017 • 4 min read

Industry Voice

Industry Voice: Why inflation is a global problem - and how to prepare your portfolio

Jeanne Asseraf-Bitton, Lyxor's Head of Cross Asset Research

clock 16 February 2017 • 5 min read
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