Analysis

John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.

Aneeka Gupta, equity and commodity strategist at ETF Securities, has said flows into energy ETPs this year have been reflective of price chasing by investors, which means they have missed out on buying opportunities.

Three ETF providers at this year's Smart Beta Breakfast Briefing discuss how the evolution of factor-based strategies are allowing them to improve investors' risk-adjusted returns in uncertain times

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?