politics

Craig Mackenzie, senior investment strategist at Aberdeen Asset Management, on why 2017 offers a slightly hotter dish than 2016, albeit with an extra twist of political uncertainty.

After Donald Trump's win, the cynic might begin to wonder what it will take to shock equity investors into a full-blown sell-off.

Ian Kenny, head of fixed income at Smith & Williamson, reflects on how globalisation and growing debt levels have impacted the bond markets over the past ten months.

In a year of political surprises, Donald Trump has succeeded in delivering the greatest of them all by winning the US Presidential Election on the back of a Republican sweep, writes Nicolas Janvier, co-manager of the Threadneedle American Smaller Companies...

Renewed expectations of a US interest rate rise and the uncertain outcome of the imminent US election have recently contributed to more moderate returns from emerging market bonds after their solid year-to-date performance.

The increasing popularity of protectionist policies - the practice of individual countries shielding their industries from foreign competition - is growing to become one of the biggest dangers to investors currently, according to a new report.

Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.

Gilt yields returned to pre-referendum levels

The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.

It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.