Political Risk
Rome-Brussels stand-off heightens concerns for European investors
Spat does little to calm nerves
'The biggest contrarian trade': Should investors continue to shun banks?
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
John Redwood: The war of words in the EU
Tit-for-tat rhetoric doing little to ease tensions within bloc
IMF: Trade war escalation could trigger global financial crisis
Complacent investors
IW Poll Results: Readers torn between no-deal Brexit or second referendum
Four potential outcomes
Carmignac's Saint-Georges: US policies 'hoovering' up liquidity and global growth
'Three cycles are colliding'
Research Affiliates: Which countries are in correction territory?
Five major economies
TwentyFour AM's Bowie reduces duration to lowest-ever position
Half of fund matures within three years
Shedding light on Brexit 'unknowns'
Possible outcomes examined
Franklin Templeton's Morton: Things are not as bad as they seem for UK equities
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
What aspect of QE will have the biggest impact on markets?
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
Peter Hargreaves backs 'no-deal' Brexit as 'best option'
Concerns about negotiators
Asian and European stocks hit as trade war fears intensify
China impacted in particular
Asset allocators: Our key calls for H2 2018 as opportunities 'harder to spot'
What is on industry leaders' radar for the next six months?
Mexican elections 2018: Fund managers reveal their key predictions
Assessing the impact of a possible AMLO win
Investors shun eurozone equities amid Italian turmoil
Fell 15.6 percentage points
WisdomTree's Gannatti: European equities still attractive despite Italy risk
Exporters to perform well
10-year Italian bond yields climb as populist parties agree coalition
Euro up against most major currencies
Investment Conundrums: Tilney's Godding - Italian political risk persists
Could result in significant amount of disruption for markets
Cornelian's Millar: Peak Brexit uncertainty provides opportunities
Political issues remain
'Political risk is back roaring': Managers warn election result is 'bad news' for Italy
Hung parliament most likely result
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