Author: sunnykumar

10.12.2018

Fundamentals intact

Dan Nickols, head of UK small and mid caps at Merian Global Investors, says it’s time to look beyond the...

10.12.2018

A question of perspective: how to see things a different way

The same data can often be interpreted in contradictory ways, and while this may be perplexing, it also offers distinct...

05.12.2018

America’s currency, America’s problem

Ned Naylor-Leyland looks at the runaway train that is “de-dollarisation.”

04.12.2018

Looking for a safe harbour

When markets get choppy, high-quality corporate credit can provide a relative safe haven for investors, explains Lloyd Harris.

04.12.2018

Discovering treasure in emerging markets

Nick Payne explains how to look through market pricing to discern real value, and reveals some precious jewels.

04.12.2018

Seizing the moment

After multi-decade trends in the bond market were finally breached in 2018, Mark Nash looks at what investors can expect...

04.12.2018

When headwinds become tailwinds

There’s a new normal for banks 10 years after the global financial crisis, argues Rob James.

04.12.2018

2019 Wall Charts

Nicholas Wall looks at the charts piquing his interest in 2019.

04.12.2018

The new world: a map of emerging markets

Delphine Arrighi argues that some of the countries which suffered most during 2018 may prove good value in the future.

04.12.2018

Preparing for a soft landing

Expect the Fed to follow the data and take the slower path to rate increases, while in Britain there are...

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