'Keep a cool head'
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.
Growth, trade and geopolitics have left the equity markets struggling to gain traction lately. Japan is no exception, with the market facing a strengthening yen as investors seek out perceived 'safe havens'.
There has been a pick-up in volatility in the US market this year after an abnormally tranquil 2017. Concerns about the end of the cycle are mounting amid rising US interest rates and higher inflation and the end of quantitative easing.
The mining sector is often associated with ill-disciplined capital management. Through the last supercycle, driven by Chinese industrialisation, bullish management teams typically signed off overzealous projects and ill-advised M&A activity as they sought...
Trade wars a key risk
According to Smith & Williamson's Chris Ford
Concern over central bank actions
This year has seen the return of market volatility, with the CBOE Volatility Index (VIX, the 'Fear Index') having averaged 16 for the year so far.
'Prepare to go off the beaten track'
Increased share buybacks
While the recent unpredictable geopolitical news flow has created challenges within Russia, it has served to mask a wealth of investment potential.
How new technology is the key ingredient to its growth
How disruptive technologies are booming in Asia and Africa
Once the stuff of science fiction, artificial intelligence (AI) is fast becoming part of our day-to-day reality.
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
Investment spending has picked up
Where will investors find the greatest value on the UK stockmarket today?
We have reached an inflection point this year where, after several years of extreme liquidity, we are now heading toward monetary policy normalisation.
Investing through futures
Many countries did not reflate alongside China
Conundrum for investors
Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.