Ferdi van Heerden: Creating resilient portfolios for a fractured world
The ongoing reshaping of the global economic order will mean winners and losers – and thus investment opportunity
Geopolitics
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Five emerging market views on Mexican elections
Mexico is set to lurch to the left when it goes to the polls this weekend with populist Andrés Manuel López Obrador, known by his nickname Amlo, the front runner in the presidential elections. Five managers weigh in on what Mexico’s politics mean for emerging market investors.
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PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
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Populism rise could cause big falls in multi-asset portfolios – MSCI
An MSCI report has examined the investment implications of the rise of populism around the world, and found that multi-asset portfolios could lose as much as 11% of their value as a result.
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European elections will take centre stage after Brexit referendum
It is the range of European national elections set to take place in 2017 that could potentially give investors the real headaches.
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Geopolitics complacency and nimbleness
News out of Japan that GDP shrunk the most since 2011 is just the latest shot across the bows of investor confidence, that seems rather higher than it should do.