Analysis

For over two decades, the pace of Italy's economic growth has lagged that of its major continental peers, writes LGIM's Justin Onuekwusi.

From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...

Ed Smith, asset allocation strategist at Rathbones, has warned developed market indices, which have performed well since Donald Trump's US election win, are only experiencing a short-term rally before the negative aspects of his victory begin to hit home....

Investors are taking a cautious approach to the upcoming Italian referendum on constitutional reform, but say the market consequences of the vote will not be as serious as the Brexit vote or US election, whatever the outcome.

Jessica Ground, head of stewardship at Schroders, analyses the results of the Schroders Global Investor Study which reveals ESG factors are continuing to gain momentum among the investment community and why advisers can no longer afford to ignore them...

The headlines for 2017

Just a blip or something worse?

As 2017 approaches, sustainable investment is high on the agenda for many fund managers and experts. Here, they reveal which areas will make headlines and how they will gain exposure to them within their portfolios.

Craig Mackenzie, senior investment strategist at Aberdeen Asset Management, on why 2017 offers a slightly hotter dish than 2016, albeit with an extra twist of political uncertainty.

Long term, discounts have moved in tandem with FTSE All Share