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From late night tweets to tough talk on trade, Donald Trump’s first year in office has been far from dull. We explore some key developments investors should look out for over the next 12 months.
Lawmakers’ proposals to overhaul the US tax regime could lead to a big drop in debt issuance that corporate bond markets are failing to price in, argues Joubeen Hurren.
Correlations in equity markets have fallen dramatically since the beginning of 2017. We look at the drivers of this trend and the implications for investors.
The US yield curve has historically provided an accurate barometer of the economic outlook. But it is wrong to conclude the recent flattening is pointing to a recession, argues James McAveley.
While aggregate volatility of major stock indices continues to be atypically low, slowly but surely uncertainty is building up again in financial markets. Investors should take note.
The intelligence that guides our investment decisions. No-one can predict the future perfectly. But our House View represents the best collective judgement of Aviva Investors on the current and future investment environment.
While the UK and US bluster towards new trading arrangements, the ASEAN region is quietly showing how it’s done, writes Ed Wiltshire.
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