Mark Robinson, chief investment officer of Bordier UK, takes a closer look at some of the pressure points and bright spots for global markets.
Despite sluggish earnings growth, gloomy forecasts for global growth and a noticeable apathy towards equities on the part of so many investors, US equities are not looking too bad, according to JPMAM's Christian Preussner.
Subscription models are an exciting and fast-growing sub-sector in the booming e-commerce market, writes TMT Investments' Alexander Selegenev.
The casual observer will have noted a pick-up in the already elevated level of 'noise' in the City pages. Cyclical or value companies, including builders for example, are sensitive to levels of economic activity in the economy which, post-Brexit, is harder...
The Pakistani equity market recently hit an all-time high after MSCI upgraded it to emerging markets status, effective from May 2017.
The S&P 500 has more than tripled since March 2009. Yet many investors have been under-represented in stocks, fearing another crash may be imminent.
Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.
As a global fund manager, I have learnt through experience that some business and investment trends are firmly local (regulation, for example is often driven by local politics), while others can be global, albeit they can occur at different times in different...
Continuing impasse in French market deals
More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.