French Elections 2017

The companies to back in the event of a eurozone political crisis

Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

12 December 2016 • 4 min read

'Chairs opposite UK are empty' as EU elections cloud Brexit fund passporting negotiations

UK "sat on its own" at negotiating table

08 December 2016 • 4 min read

Is the projected pick-up in global inflation a red herring?

John Ricciardi, CEO of Kestrel Investment Partners, takes a closer look at the fallout from recent global political events and the implications for investors in 2017.

01 December 2016 • 3 min read

A new paradigm: Fund managers give their outlooks for a 'challenging' 2017

From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...

30 November 2016 • 11 min read