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Trends

Could France Get Its Own Trudeau?

Results of the first round of the presidential election see Emmanuel Macron and Marine Le Pen making it to the final, gaining 23.9% and 21.4% of the vote respectively.

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Brexit and Article 50

The triggering by the UK of the European Union's Article 50 today formally signals the UK’s intention to seek a divorce and allows exit negotiations to begin in earnest. What does this means for British companies and the risks and opportunities that may arise from ‘Brexit’?

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Why Consistency Matters In 2017

Since 2009 quality and growth companies have outperformed significantly. However, sentiment changed following the UK’s decision to leave the EU and the election of US President Donald Trump.

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Beyond global trade risks and other demons

Towards the end of 2016, as a result of the US elections, emerging-market investor uncertainty increased. As we approach the end of the first quarter of 2017, it’s time to take a look at developments in emerging markets and what investors should bear in mind for the months to come.

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