Karsten Bierre warns of dangers of 'picking the winners'
Despite outcome of French elections
Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.
Corporate backdrop favourable
Remains positive on European credit
Do not focus on short term
The casual observer of recent dividend trends in the UK may be forgiven for believing the income outlook has improved dramatically.
Aviva Investors' Balfour looks at UK equities
Our video series continues
Over the past year, global bond markets have been buffeted by a storm of political and macro headlines: the pace and timing of US Federal Reserve rate hikes; Brexit; China slowdown concerns; Italian referendum; oil markets and key elections in Europe...
Ageing population globally
'Markets should like this'
Facing anaemic growth
While the latest macro data confirm the positive orientation of European economic growth, risks in the eurozone remain plentiful.
Valuations remain high
Targetting companies with 'pricing power'
Active M&A market
Bond yield challenge
Recovery driven by reflation trade
World's third-largest economy
Seen bold reforms including demonetisation
Seen a 'robust recovery'
Hard data lagging soft indicators