Author: nikolai

12.10.2017

The march of the machines

Resist it or embrace it, the age of technological innovation is upon us.

11.10.2017

Emerging stronger

The list of reasons for being optimistic on emerging markets just got longer.

11.10.2017

Exploiting the exit

After a number of false starts, major central banks appear finally to be in the process of scaling back the...

11.10.2017

Disruptive thinking

The rise of the ‘disruptor’ is underway in Europe, and no more so than in the smaller company space. Ian...

09.10.2017

Gold: The trade facilitator

The optimism pervading stock markets over the summer months would suggest investors, for the moment at least, believe tapering is...

16.08.2017

Everything looks expensive!

Over the last 12 months I’ve heard this phrase in conversations with colleagues and investors more times than I care...

07.08.2017

Why Trump’s woes are a blessing for EM debt

The Trump administration is being thwarted from advancing its agenda while global growth remains solid, says John Peta, head of...

09.11.2016

Is EMD facing a trump slump?

Mario Draghi rattled fixed-income markets last month when the European Central Bank (ECB) president hinted at the eventual unwinding of...

25.01.2016

The perfect storm?

It has been a harsh start to 2016, but the pain is likely to be front-end loaded rather than persist...

17.06.2015

Every cloud...

Investors should look beyond the bull-bear tug of war that’s dominating US equity headlines and focus on the economy’s long-term...

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