Politics

  • Who has the upper hand in Brexit negotiations?

    Who has the upper hand in Brexit negotiations?

    A year since UK prime minister Theresa May sent a letter to European Council president Donald Tusk triggering Article 50, the fund industry weighs in on whether it is the UK or the EU that has the stronger hand in Brexit negotiations.

  • MP brands Blackrock ‘schizophrenic’ over Carillion

    MP brands Blackrock ‘schizophrenic’ over Carillion

    Blackrock has defended itself against charges from a parliamentary select committee it was “schizophrenic” in its holdings of Carillion, taking both long and short positions.

  • Hermes: Four views on how elections will impact EM

    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.

  • PA ANALYSIS: Are rock-bottom approval ratings the new populist threat?

    PA ANALYSIS: Are rock-bottom approval ratings the new populist threat?

    Nuclear war, Brexit and sky-high make-up bills are just some of the issues facing political leaders right now, and while some are patently less worrisome than others, each contribute to one big problem that could ultimately hit financial markets.

  • Election 2017: How do the key Tory and Labour financial pledges stack up?

    Election 2017: How do the key Tory and Labour financial pledges stack up?

    With less than a week until the results of the 2017 snap election are revealed, we looked at the Tory and Labour party manifestos to see how their pledges on business, tax and pensions stacked up.

  • Vix hits 25-year low despite political turbulence

    Vix hits 25-year low despite political turbulence

    Volatility hit a 25-year low last week despite major political events continuing to pose headwinds to the market.

  • Flanders warns against getting bogged down in politics

    Flanders warns against getting bogged down in politics

    Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.

  • Buckle up for the year ahead

    Buckle up for the year ahead

    Bamboozling bond markets, battles over valuations and questions about the real impact of politics on markets, the next 12 months are gearing up to be one hell of a ride

  • Are we heading for populism’s Groundhog Day?

    Are we heading for populism’s Groundhog Day?

    Investors would be forgiven for thinking it was Groundhog Day when news came in that Donald Trump was heading for victory in the US Presidential Election.

  • PA ANALYSIS: Don’t worry, plenty more political twists to come

    PA ANALYSIS: Don’t worry, plenty more political twists to come

    Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.

  • The only way is up! At least for now...

    The only way is up! At least for now…

    1988. Until Monday morning, when I woke up to the news that Adam Peaty had won in Rio, 1988 was the last time a British swimmer had won a gold medal.

  • How compelling is Brazil’s fixed income story?

    How compelling is Brazil’s fixed income story?

    Amid the political turmoil, Brazil has done well for fixed income investors, but questions remain around further volatility.