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.
Equities climbing 'wall of worry'