Analysis

Europe | analysis 3 Nov 16

As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.

Equities | analysis 3 Nov 16

European investors have been rather apathetic about US equities for an extended period. This is unlikely to change if Hillary Clinton wins the presidential elections. A Trump win, however, will probably prompt a pronounced shift in sentiment.

Macro Views | analysis 2 Nov 16

With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.

Fixed Income | analysis 1 Nov 16

While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.

Investment | analysis 31 Oct 16

South African finance minister excepted (and perhaps, England football manager), there are few harder jobs right now than the role of governor of the Bank of England.