GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.
Regime change less of a threat
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Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
Questions surround validity of forecasting
Following last week's successful Brexit vote, investors should be under no illusion that globalisation is now under attack.
Trump and Clinton fight for presidency
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.