North America
US
The transition to a Trump presidency this month, for all its Sturm und Drang, marks several important and bullish transitions for stockmarket investors. Expectations are high, but these trends could lead to an extended favourable climate for US equity...
25 January 2017
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2 min read
Global
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.
18 January 2017
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2 min read
US
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
30 November 2016
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2 min read
US
Rathbones' David Coombs, head of multi-asset, and Mona Shah, senior research analyst, explain why they remain committed to US equities, and explore the prospects for a new group of 'Nifty Fifty' stocks.
14 October 2016
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4 min read
Commodities
Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.
06 October 2016
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2 min read
