valuations

Emerging markets

Can emerging market outperformance continue?

After a dismal decade, the re-emergence of emerging markets (EMs) continues. In the year to the end of March, they outperformed global developed markets by 10 percentage points.

clock 24 April 2018 • 2 min read

UK

Cornelian's Millar: Peak Brexit uncertainty provides opportunities

Political issues remain

clock 28 March 2018 • 2 min read

UK

Allianz's Simon Gergel on UK political risk

Pressure on UK equities

clock 27 March 2018 • 2 min read

UK

Buy now while stocks last: The three drivers of M&A in the UK mid-cap space

Allianz Global Investors's Simon Gergel

clock 25 January 2018 • 3 min read

Emerging markets

Why EM equities are becoming a domestic play

Focus on internet and consumption

clock 24 January 2018 • 2 min read

Economics

'All good things must come to an end': Goldman Sachs warns of 'fast pain' bear market

Central bank policy a risk

clock 29 November 2017 • 1 min read

UK

Columbia Threadneedle's Colwell: Navigating monetary policy far bigger risk than Brexit

Very similar environment to dotcom bubble

clock 27 November 2017 • 2 min read

Global

Hermes CEO warns on trio of market shocks for 2018

Trump, inflation and bitcoin on watch list

clock 08 November 2017 • 3 min read
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