North America

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.

Shift in mood needs to be noticed

Favourable macro backdrop

Headwind from euro strength should abate

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.

Not acting as a safe haven

Funds with one holding taking up large chunks of the portfolio

President proposed tariffs on steel

'Inflation scare'

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.