President
Emerging markets: Hard work is still to come
India and trade disputes give EM managers a lot to think about
Rathbone's Smith: Signs of weaker growth are less worrying than they first appear
A broader swathe of economic indicators — of the recent past, present and future — have fallen to indisputably weaker levels than at any time since the 2008 global financial crisis.
Independence Day 2019: Does the US really need a rate cut?
Dovish shift in Fed policy as economic data deteriorates
What does Trump's 'mercantilism' mean for US investors?
Bone fide free trade has already disappeared
Where next for US equity valuations?
Plenty of 'outstanding' investment opportunities to be found in US stockmarket
Are European assets a buy?
With the European Central Bank set to stop new quantitative easing at the end of 2018 and market chatter about an interest rate increase in 2019, have prospects for the spluttering European economy and financial markets taken a turn for the worse?
Allianz's Dwane: We're on the edge of a 'tech cold war'
Trump showing no signs of backing down
Irrational price behaviour offers significant opportunities
M&G's Johan Du Preez
Where now for US small caps?
Wells Fargo's Garth Nisbet
Trump appoints Carl Icahn as special adviser on regulatory reform
First job is appointing an SEC head
Asset managers question Fed's 'aggressive' 2017 hiking path after Yellen's dovish speech
First rate rise in a year
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