politics

Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...

One of many issues affecting stockmarket

Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...

Investor confidence at lowest level

Rising rates also a boost

Concerns over weakening sterling

ECB stimulus not enough

You could call Brexit Bori-xit - as in Boris-exit or, as I am beginning to describe it, Borexit, even though we have another four months to go.

EU referendum looms