The UK’s triggering of Article 50 is like firing the starting pistol on the process of leaving the EU – but this race will be slow and tortuous, with many dangers along the way. Here is our view on what investors should expect and how they should prepare.
One hundred years after the Russian Revolution, the tsars and the USSR may be gone, but Russia itself is alive and well. With the US becoming more isolationist, Russia has a chance to revise its standing with the US and EU – but this time, as an equal.
Investors who focus too much on China’s macro issues could miss the bottom-up opportunities available in a country that has more listed companies than the US, says our Asia-Pacific equities CIO. It’s a region that can reward active investors who understand the size and subtleties of a booming marketplace.
In his roundup of our latest Investment Forum, Neil Dwane highlights the top themes driving markets and economies – including China’s growing role in global indices, Trump’s ability to disrupt the status quo, Europe’s super-election cycle and the “hunt for income” going global.
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Data as at 31 December 2016
Assets under management