North America

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

US

Why is the US dollar not behaving as investors expect?

Not acting as a safe haven

clock 13 March 2018 • 2 min read

Funds

Managers with conviction: Six funds with large stakes in a single company

Funds with one holding taking up large chunks of the portfolio

clock 09 March 2018 • 1 min read

Global

Investors eye safe havens fearing Trump's 'gunboat diplomacy' could lead to global trade war

President proposed tariffs on steel

clock 08 March 2018 • 5 min read

US

Inflation could provoke a Federal Reserve policy mistake

'Inflation scare'

clock 06 March 2018 • 2 min read

Global

Protectionism: War and peace in the trade arena

Willem Verhagen, senior economist - multi-asset, at NN Investment Partners, discusses the causes and costs of protectionism, and the implications of a trade conflict between the US and China.

clock 01 March 2018 • 8 min read

Global

ayondo's Hiscott: A currency war with the US is one the European Central Bank will not win

US 70% responsible for current rates

clock 01 March 2018 • 2 min read

Funds

What were the best- and worst-performing funds and sectors in February?

Strong month for technology

clock 01 March 2018 • 1 min read

Investment Trusts

Allianz's Price: M&A activity in the tech space is about to get really hot

Both in US & UK market

clock 28 February 2018 • 3 min read

Global

The era of global policy co-ordination may be over

Policy response from last crisis still 'necessary'

clock 27 February 2018 • 4 min read
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