Analysis
Commodities | analysis 7 Jun 17
Curiosity not conviction drives election mood
Investors have been struggling to call any winners and losers ahead of the UK election due to its lack of a binary outcome.
Investment | analysis 7 Jun 17
Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
Asia | analysis 5 Jun 17
ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?
Equities | analysis 30 May 17
ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
Europe | analysis 24 May 17
ANALYSIS: Hard truths of a hard Brexit – you could foot the bill
Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?