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.
An investment opportunity with unlimited upside potential, but with limited downside risk?
For high yield investors, taking long credit risk in industries that are undergoing secular changes presents a challenge, writes Meridith Alin, senior credit analyst at NN Investment Partners.
Since China launched its $600bn stimulus in 2008 as a response to the global financial crisis, investors have waited for the hangover to arrive as debt levels continued to mount.
Robert Davis, senior portfolio manager - emerging markets dividend funds at NN Investment Partners, explains why Russia offers fertile hunting ground for investors.
In the third part of a special Big Question, fund managers reveal their outlooks for global inflation and how this is impacting their portfolios.
Brazil, one of the best markets in 2016, has clearly underperformed in the past few weeks, writes Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners.