Developed economies

Global trusts can provide defensive diversification

Trusts in the global sector can adjust their exposure to different regions – a useful defence when macroeconomic troubles loom.

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Coping with a sell-off: five rules to help investors handle volatility

Turbulent markets are inevitable and those who are able to ride out a sell-off tend to end up better off, says Pete Brooks.

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Increased volatility strengthens the case for infrastructure

Infrastructure came into its own in the last quarter of 2018 as investors rotated out of growth stocks, which have soared in value, in search of more defensive assets.

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Six years of Abenomics: has reform paid off in Japan?

Darius McDermott considers Shinzō Abe's stimulus programme and offers investors five reasons to be optimistic in 2019.

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The age of uncertainty is back

Investors should avoid aggressive positions and situations that require a high degree of confidence to support valuations, argues David Jane.

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Global markets whipsaw as investors suffer ‘acrophobia’

In another wild week for markets, global indices darted around on the back of contradictory news.

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How to capture the long-term potential of Japanese equity opportunities

Investors use the Asian country as a source of alpha, playing monetary policy and yen weakness. However, this approach means that they miss out on long-term diversification attributes.

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10 outrageous investment predictions for 2019

Saxo Bank speculates that the EU may opt for a debt jubilee, while a Corybn-led Labour government could send the pound to parity against the US dollar. 

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Four choices investors face in 2019

Investors will be reviewing their portfolios and decisions need to be made. Darius McDermott suggests funds worth considering in the current climate.

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