The tobacco sector is unlike any other in which we can invest. Its core products are fundamentally flawed by causing harm to their consumers.
The forthcoming political calendar contains several events that have the potential to unnerve markets: the UK is set to invoke Article 50 of the EU treaty; populist movements seek to redraw historic party lines at elections in France and Germany; Italy's...
Ability to generate uncorrelated returns
Reform a 'gargantuan' task
Credit as an asset class has historically delivered reliable returns across the cycle. Last year's returns in global credit were exceeding 6%, writes Vontobel's Christian Hantel.