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Crux's Ward: The 'overlooked' sector in UK equities
Challenging time for markets
Why Europe is well set for a rotation into value stocks
After a strong 2017, the first half of this year has seen increased volatility in world markets, as monetary policy tightens and political events elicit caution. World growth is expected to remain robust, but with downward revisions for the next two years....
'A lot to look forward to' for EM investors after a 'dismal' eight months
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Kames' Wells: My shopping list is ready to take advantage of market opportunities
The economic recovery is long in the tooth and the rate of growth is slowing.
Can there be any way back for Japan?
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
Franklin Templeton's Morton: Things are not as bad as they seem for UK equities
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
Ardevora's Lang: How to cope with trade war anxieties
In client meetings, it is usual to be asked about what we are worried about.
What will the 'ripples' be from US-China trade wars?
The US administration appears to be targeting export-oriented entities out of China.
What happens when the yield curve inverts?
We expect the Federal Reserve to maintain its gradual tightening as the US economy extends its growth phase, with short-term rates likely to rise at least three more times to reach 2.5% by next year.
What aspect of QE will have the biggest impact on markets?
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
Why 'a sense of humility' is the best approach at this stage of the cycle
Geopolitical tensions rear their head in a meaningful way at least once a year, as a number of concerns join forces to generate headlines.
M&G's Calich: How vulnerable are emerging markets to trade wars?
Threats from Trump
The factors helping the renewables industry plan for the future
Commitment from government
Square Mile's Angell: The 'sleeping giant' in bond portfolios
'Eye-watering valuations'
Property vs infrastructure: Where are the opportunities?
Real estate 'superior returns coming to an end'
What are the implications if trading hostilities escalate further?
'Perfect storm of threats'
Invesco's Chesson: My biggest source of uncertainty
Contagion risk with US and China trade war
Why oil services firms are the best play on the oil price
Stronger balance sheets than producers
The 'unhappy combination' challenging US retail
Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.
Epoch's Hebner: There is 'cause for concern'
Quantitative tightening a risk
Brown Shipley's Brandreth: Reasons to remain optimistic about the UK
UK stockmarket under-owned by global investors
Pictet's Avo Ora: What is going on in the tech sector?
Asian tech sector has structural advantages
'Keeping a cool head is more likely to be rewarded'
'Keep a cool head'
'Euphoria' and dashed hopes for emerging markets in 2018
Like many countries that took part in the World Cup, the emerging market (EM) space kicked off the 2018 season with euphoria, only to have their hopes dashed on the pitch.
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