United States

US

Waverton's Palmer: Why US market could be taking one step further in bubble direction

Failed to repeal Obamacare

clock 05 April 2017 • 2 min read

Emerging markets

Riding the Russian rollercoaster: Where now for equities?

Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.

clock 30 March 2017 • 5 min read

Bonds

Big Question: How are you positioned as we head into a global inflationary environment (part II)?

In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.

clock 28 March 2017 • 9 min read

US

Why we have largely avoided REITs and utilities

Popular asset class

clock 28 March 2017 • 2 min read

Global

Overshoot, stabilise or fall back: Where now for global inflation?

Concerns 'overstated'

clock 23 March 2017 • 5 min read

US

Honeymoon over for Trump as investors demand results

Market rally falters

clock 22 March 2017 • 2 min read

Specialist

Biotech: Forget 'Trumpcare', M&A will be biggest driver

Large acquisitions due

clock 22 March 2017 • 2 min read

US

US: No sign yet of investor 'euphoria'

Worries over underlying drivers

clock 22 March 2017 • 2 min read

UK

Crux's Ward on 'disconnect' between debt and demographics

Concern for bond markets

clock 22 March 2017 • 2 min read

US

Hermes' Sherlock: The opportunities in Trump's runaway American Dream

Trump's victory fuelling small and mid caps

clock 20 March 2017 • 3 min read
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