Opinion
Investor responses to climate change: Fight or flight?
Fund managers must collectively lead the way
Is the US/China trade truce in jeopardy?
China won't give in to excessive demands
Changing Asia: Which country is the New China?
Shifting sands in Asia
Time is running out for asset managers to make SMCR progress
New regime begins in December 2019
Mobius's Desai: Looking through the noise in India in 2019
Next year's general election set to dominate market discussion
What if Brexit is cancelled? Echoes of Black Wednesday in 1992
Anything seems possible but nothing seems unlikely
Sustainable cities: Why we need an infrastructure overhaul
Urbanisation in less economically developed economies is also unfolding at an exponential pace
An even more eventful 2019?
What will 2018 be remembered for? For many in the asset management community it will be the year MiFID II, PRIIPs, KIDs and GDPR were introduced, adding to the already heavy burden of regulation.
Saxo Bank's ten Outrageous Predictions for 2019
Events that could send shockwaves across financial markets
What is making US stocks good value for the first time in two years?
For investors in US equities, October was a painful month. But at least we did not suffer alone - it was a brutal month for almost every asset class. Amid fear and panic selling, only gold posted a meaningfully positive return.
JPMAM's Ward on how Europe is being impacted by the global trade storm
The European economy has proved a major disappointment this year. Investors started 2018 full of optimism.
Will India 'sparkle once more'?
Emerging markets have endured a turbulent few months, with a sell-off in a string of economies stretching from Latin America to Asia sparking fears of global contagion.
Merian's Harris: Peak in rates will be 'surprisingly shallow'
Markets have been far more volatile this year than last, taking fright at trade wars, the Italian budget, and the rout of the Turkish lira, for example. Yet most of the volatility has been in equity markets, while corporate bonds have provided a relatively...
Will UK energy stocks cause another disappointment?
I cannot count the times I have burnt my fingers investing in oil stocks in the last ten years. Ever since oil started its decline from $150/bbl to less than $30/bbl and back to $75/bbl, there have been multiple tactical rallies that disappeared as fast...
Trust boards must remember smaller shareholders for survival
Investors should prepare to"stand up and be counted"
Allianz's Dwane: We're on the edge of a 'tech cold war'
Trump showing no signs of backing down
Financial services should be the vanguard for diversity initiatives
Diversity rising up agendas
Can the ghost of Christmas past show us what to expect from the stockmarket in December?
December stockmarket anniversaries
The appeal of investing in family-owned companies
Recently published research from Credit Suisse concluded family-owned companies provide superior growth and returns. As managers of the British Empire Trust, which has over a third of its NAV invested in family-backed holding companies across Europe,...
Peter Rutter: Why global equity outlook remains attractive
It has been a difficult year for global equities, with volatility caused by factors such as concern about trade wars leaving many of the world's stock markets in retreat.
Will ABS market ever escape being tagged as driver of GFC?
Boasts low default rate
Square Mile: The best ways to spot attractive property funds
Judging of property fund has become more challenging in recent years
Could risk-on investors 'crash at high speed' soon?
2020 bear market could be on the cards
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