Macro Views
Macro Views | 20 Dec 16
Analysis: New investment landscape for 2017
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
Emerging Markets | 19 Dec 16
Which asset classes performed best in 2016?
2016 has been a remarkable year. The two best performing large equity markets this year are countries that have been mired in recession for years. At the same time, the stock market of the world’s fastest growing large economy has been delivering some of the lowest returns.
Russian stocks rally as Trump policy priorities take shape
The Russian equity market has bounced back remarkably in recent months. Is this just another symptom of the ‘Trump rally’, or are there other, more structural reasons for this revival?
Investment | 14 Dec 16
ESG demand grows despite performance doubt
Interest in environmental, social and governance (ESG) investing is set to grow despite no hard evidence on how it influences performance, according to Kelsey Biggers, head of investment risk at Franklin Templeton.
Macro Views | 13 Dec 16
ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.