The unusual and colorful nature of American politics has diverted attention from what is a more central issue to the global economy: China.
Steve Waygood, Chief Responsible Investment Officer at Aviva Investors comments on the decision of the US to withdraw from the Paris climate deal.
Commodities have had a mixed start to 2017. The Bloomberg Commodities Index is down 2.5% year-to-date (to 31 March 2017), after a substantial drop in the oil price in March pared back gains made earlier in the first quarter.
We’re now three months into the new Trump administration and what have we learned (besides where to find Fox News and CNN instead of Bloomberg and CNBC on our TVs and radios)?
Politics and political risk looks set to dominate investor concerns during the rest of 2017, according to a poll of wholesale and institutional clients at Royal London Asset Management’s annual investment conference.
The world of multi-asset investing since the financial crisis of 2008 has changed significantly. Investment managers have moved away from the almost binary choice of equities and bonds to a much more “multidimensional and much expanded opportunity set ” in order to provide the required returns for their investors and within their “risk budget”.