European political fears are overstated
Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.
Bond investors must exercise caution amid political uncertainty
In the second of a special Big Question, fund managers discuss their fixed income exposure in light of inflationary fears.
Popular asset class
Sterling climbs to seven-week high
Congress delaying Trump's proposed reforms
Market rally falters
Large acquisitions due
Worries over underlying drivers
Concern for bond markets
Trump's victory fuelling small and mid caps
Third rate rise since December 2015
China remains most important issue
Minimal impact on alternative energy
Pullback looking likely
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.
Fund managers from Investment Week's Fixed Income Market Focus discuss their strategies for today's uncertain market environment.
Benefitting from favourable regulation
Trump elected by Main St, not Wall St
Affecting underlying company earnings
Targeted Absolute Return remains a bestseller
Focus on taxes and infrastructure