Hermes: Four views on how elections will impact EM
International politics is regularly in the spotlight and has historically been known to affect emerging markets. With several elections coming up across the region, four managers at Hermes Investment Management assess the potential impact on asset classes and how investors can prepare for the risks.
January retail sales slump confirms ‘slowdown’ trend
The UK saw another month of weak retail sales that lagged consensus expectations in January, confirming that the long-term trend is toward a “slowdown”.
Managers slash equities and raise cash amid market falls
Global fund managers slashed exposure to equities in February and put more into cash, according to the latest BofA Merrill Lynch Fund Manager Survey.