trade wars

Markets

Investment Conundrums: Kames Capital CIO Stephen Jones on shifting portfolios to a 'resolutely neutral' view

Redressing balance amid slowing growth and fragile economy

clock 24 April 2019 • 4 min read

Markets

Brewin Dolphin: How will different sectors cope with constant political risk?

Impact of political turmoil and Brexit

clock 18 April 2019 • 2 min read

Economics

Why the US-China power dynamic will shape the investment landscape for decades

Trade relations could impact the world for years

clock 05 April 2019 • 3 min read

UK

UBS's Magill: UK cyclicals to outperform

Equities saw a relatively indiscriminate sell-off in Q4 of 2018, with increased volatility and widening valuation spreads.

clock 27 February 2019 • 2 min read

Markets

Janus Henderson's Crooke: Why a global recession is not 'imminent'

Bear markets more common than investors think

clock 12 February 2019 • 5 min read

Europe

Investors can no longer run the market beta higher

Geopolitical risk still an issue

clock 12 February 2019 • 3 min read

Asia

Where can investors find the pockets of strength in China?

Best stock picks uncovered

clock 06 February 2019 • 3 min read

Emerging markets

Carmignac's Hovasse: Trade war de-escalation needed for more constructive EM outlook

In 2018, emerging markets experienced a risk-off period, taking a hit from a combination of rising US interest rates, dollar appreciation and major political tensions pitting the US against China, Russia and Turkey.

clock 06 February 2019 • 2 min read

Asia

Chinese equities: Buying a pig in a poke?

Strife ahead of Chinese New Year

clock 06 February 2019 • 5 min read

US

Liontrust's Milburn: Breaking down US growth shows it is not braking too hard

Volatile GDP and government shutdown dominating US

clock 06 February 2019 • 4 min read
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