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Kames' McNeill: Markets are too worried about the wrong thing
European political fears are overstated
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.
Jupiter's Bezalel: Mind the 'Trump Gap'
Bond investors must exercise caution amid political uncertainty
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.
Why we have largely avoided REITs and utilities
Popular asset class
Update: US market continues losing streak as 'Trump slump' intensifies
Sterling climbs to seven-week high
US equity funds see biggest outflows since Brexit vote
Congress delaying Trump's proposed reforms
Overshoot, stabilise or fall back: Where now for global inflation?
Concerns 'overstated'
Honeymoon over for Trump as investors demand results
Market rally falters
Biotech: Forget 'Trumpcare', M&A will be biggest driver
Large acquisitions due
US: No sign yet of investor 'euphoria'
Worries over underlying drivers
Crux's Ward on 'disconnect' between debt and demographics
Concern for bond markets
Hermes' Sherlock: The opportunities in Trump's runaway American Dream
Trump's victory fuelling small and mid caps
Asset managers welcome Fed rate hike but warn of 'tricky path' under Trump
Third rate rise since December 2015
Contrarian Investor: The calm before the storm
China remains most important issue
Will Trump put alternative energy on a level-playing field?
Minimal impact on alternative energy
How to play market 'melt-ups' in the US
Pullback looking likely
Mark Harries: Irrational exuberance - sentiment vs valuation
At its core, investing is about increasing wealth. During a period of cyclical upheaval and mean reversion - generously spiced with global political change - it can be healthy to remind ourselves what drives returns on a fundamental level.
What are fixed income managers' responses to the reflation theme taking hold of markets?
Fund managers from Investment Week's Fixed Income Market Focus discuss their strategies for today's uncertain market environment.
TwentyFour AM's Kirk on the attraction of CoCos
Benefitting from favourable regulation
US equities: Could we see a long cycle of value re-emergence?
Trump elected by Main St, not Wall St
What will be Trump's impact on income stocks?
Affecting underlying company earnings
Equities suffer £697m retail outflows in January
Targeted Absolute Return remains a bestseller
Can Trump deliver on his promises to Congress?
Focus on taxes and infrastructure
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