geopolitics

Brazil on a 'recovery path'

Willem Verhagen, senior economist - multi-asset, at NN Investment Partners, discusses the causes and costs of protectionism, and the implications of a trade conflict between the US and China.

New investment opportunities

Anti-corruption drive 'absolutely vital' in restoring confidence

The old saying "markets like to climb a wall of worry" proved spot on in 2017, writes Russ Mould, investment director at AJ Bell.

Inflation should start falling back to target early 2018

Markets have realised they have a new concept of risk to play with: idiotic risk. Largely unquantifiable, we see many shining examples, whether in North Korea, the White House or No 10.

While US stocks reached record levels over the summer months, political turbulence in the US, heightened geopolitical activity - as a result of increasing tensions with North Korea - and investor concerns about the costly impacts of Hurricane Harvey weighed...

Choices in sector have narrowed

Despite years of political upheaval, Brazil is attracting greater interest among investors due to the purchasing power of its growing middle class. In investment terms, being middle class offers more opportunities, notes John Ewart, co-manager of the...