Analysis
Equities | analysis 14 Nov 17
Bull market is entering extra time, says Robeco
The nine-year bull market is going into extra time now, thinks Robeco. A real possibility is that the match will end in a sudden death, by a major world leader’s own goal. And that’s someone who’s fonder of football than Donald Trump.
Emerging Markets | analysis 13 Nov 17
Investors flock to EM debt in yield-starved world
With most global fixed income markets priced for perfection, investors are flocking to the one yield hold-out left: emerging market debt. But are investors really being compensated for the risk?
Fixed Income | analysis 10 Nov 17
Blackrock: Rate rise will not cause negative bond returns
An upward trend in interest rates does not automatically equate to negative bond returns, despite the commonly-held market belief that it does, Blackrock has argued.
Insights | analysis 8 Nov 17
Investors deliver one-year Trump verdict
Wednesday 8 November marks the one-year anniversary of the shock election of Donald Trump as president of the US. One-year on, and several thousand tweets later, we spoke to three investors to gauge their view on just what he has achieved since.
Asia | analysis 8 Nov 17
Bullish T Rowe overweights Japan equities
For the first time in a decade, T Rowe Price’s global equity strategy has an overweight versus the benchmark to Japan equities. Laurence Taylor, portfolio specialist, explains why.