politics

UK "sat on its own" at negotiating table

2016 is likely to be remembered as a year when Western democracies took a surprising step towards the populist right with voters embracing political messages that included promises to roll back some of the effects of globalisation and towards fiscal stimulus,...

For most of the past decade, markets have operated in the shadow of geopolitical and macroeconomic storm clouds, writes Ken Wotton, manager of the Wood Street Microcap Investment fund.

As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.

Both inside and outside the financial services industry, 2016 will be remembered as a major turning point in history.

Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.

John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.

There seems to be a curious symmetry between Donald Trump's plans for growth and those of the 'evil, trade dumpers' based in China.

Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.

Key is understanding the effect of macroeconomics on the market