Analysis

Companies | analysis 15 Dec 16

Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.

Macro Views | analysis 13 Dec 16

If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.

Emerging Markets | analysis 12 Dec 16

A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.

North America | analysis 9 Dec 16

Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?

Europe | analysis 8 Dec 16

While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.