North America

Global

What would a more open North Korea mean for investors?

Focus on relations between Pyongyang and the world

clock 10 April 2018 • 3 min read

Specialist

Six factors influencing the price of cryptocurrencies

Driving forces behind Bitcoin value change

clock 10 April 2018 • 1 min read

Emerging markets

Martin Gilbert: Separating rhetoric from reality in emerging markets

A number of causes for alarm

clock 04 April 2018 • 3 min read

Global

Aviva Investors' Vokins on why he has cut exposure to US credit

Rise in anti-globalisation sentiment

clock 27 March 2018 • 2 min read

US

Nordea's Ed Cowart on the changing economic landscape

'Depression-like state'

clock 27 March 2018 • 2 min read

US

Tavistock Wealth's Leiper: 'Amazonification' of the economy and the path to normalisation

Last month, the US Department of Labor reported average hourly earnings had increased 2.9% in January. Wage gains, largely absent from the post-crisis recovery, are good news for the economy.

clock 26 March 2018 • 3 min read

Markets

Are there cracks in the bull case as Q1 sounds wake-up call?

Shift in mood needs to be noticed

clock 21 March 2018 • 2 min read

Global

A 'Goldilocks' labour market suggests further legs in the business cycle

Favourable macro backdrop

clock 20 March 2018 • 2 min read

Europe

Why Eurozone equities are well placed to make gains on their global peers

Headwind from euro strength should abate

clock 20 March 2018 • 2 min read

Emerging markets

Edward Lam: The biggest problem in emerging markets right now is finding something to sell

Edward Lam, lead manager of the Somerset Emerging Markets Dividend Growth fund, takes a closer look at whether EMs can keep up their impressive run.

clock 15 March 2018 • 5 min read
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