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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.
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.
While US equities may look expensive using some traditional yardsticks, there is reason to expect their marked outperformance of the past three decades may continue, argues Giles Parkinson.
The positive link between education and economic growth is well established. Bryony Deuchars explores what this means for emerging-market investors.
While the UK and US bluster towards new trading arrangements, the ASEAN region is quietly showing how it’s done, writes Ed Wiltshire.
India’s economy lags China’s in many areas, but in one crucial respect it has the edge: its favourable demographic profile. But will India be able to capitalise on this advantage?
Risk is rising on the Korean peninsula. We ask a political and market expert about the possible consequences.
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