Feature

About 45% of the global bond market is now eligible for central bank purchases. While it is difficult to position for further significant falls in gilt yields, it is hard to fathom what will lead to yields breaking sustainably higher, according to SLI's...

The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.

The Brexit vote, slowing global growth and unprecedented policy measures by central bankers mean there is significant uncertainty about what the future holds at a macroeconomic level - and there is good reason for investors to remain vigilant.

"Brexit means Brexit," Prime Minister Theresa May said. But what does that mean? For equity income investors, I think it means four things, writes Miton's Eric Moore.

At its August meeting, the Bank of England's Monetary Policy Committee (MPC) halved the bank rate to 0.25% in addition to implementing a new Term Funding Structure and a purchase of up to £70bn UK corporate and government bonds.

After an exodus of global investors from the Japanese stockmarket, disappointed by seemingly stalled reforms and a reverse of the dollar-yen exchange rate, which dampened earnings momentum for many exporting companies, it seems there are now opportunities...

Philip Hammond, the newly appointed Chancellor, has been given an excuse to abandon the concept of austerity and try to address two key issues at the Autumn Statement: housing and infrastructure.

As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.

Wrong to lump all strategies together

GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.