Deflationary pressures, political issues, slowing growth and international trade wars are all buffeting European companies, yet opportunities can be found
Equity
Can emerging markets sail through trade storms?
The escalating trade war between China and the US could well act as a drag on the entire global economy, but emerging markets seem particularly vulnerable
Fintech on Friday: Have the FAANGs lost their bite?
Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?
How long can the good times last in the US?
The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest
Fintech on Friday: Investors underweight tech stocks
Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?
Politics and trade wars cloud European outlook
Europe’s economy continues to grow and fundamentals appear sound, but could political headwinds, not least the threat of a trade war with the US, bring the continent’s recovery to a premature end?
Should high net worth clients really risk exposure to emerging markets?
Developing economies have endured a turbulent few months, but even over the longer term they tend to display more volatility than developed markets. Are high net worth investors better off avoiding them completely?
Fintech on Friday: Emerging markets becoming centres of innovation
The technology sector has been a big driver of emerging market returns of late and there are now signs that these economies are becoming innovation hubs in their own right
Are emerging markets set for a new taper tantrum?
A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?
Fears over Trump’s trade wars add to turbulence
Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend
Daniel Bilak, Chairman of UkraineInvest and Kyiv Mayor Vitali Klitschko talk about the attractions of investing in Ukraine since the 2014 Revolution, which changed both the political and economic climate.
Join our community
|
|
|
|
|
|