'More political unpredictability than any president'
Tail risks include US election
Raman Aylur Subramanian, head of equity applied research at MSCI, analyses the opportunities different emerging market countries have offered investors in the recent rally and how a handful of sectors have been key to the region's outperformance.
BoE action fuels demand for gilts
Asset class has rallied this year
Our new Theresa May-led Conservative government seems to be engaged in a classic example of kitchen sink revisionism, steadily ditching a whole series of commitments made by its predecessor.
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