Global equity income Q&A

How will equities perform in a challenging environment marked by political tensions and rising interest rates? Here are our forecasts for the next 12 months.

This latest episode of the AIQ Podcast explores the long-term impact of the Trump presidency.

Global equities experienced a mixed month in September with the US market reaching new highs, despite escalating trade tensions between Washington and Beijing, and the Federal Reserve’s decision to raise interest rates for the third time this year.

Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.

At the halfway point of his first term, we explore the impact Trump’s presidency may leave on America and the rest of the world.

The idea unconscious biases influence decision-making in financial markets is nothing new. But behavioural finance has taken on new relevance in the age of Big Data and artificial intelligence.

As tech titans such as Google and Amazon attempt to conquer new markets and conglomerates continue to dominate in emerging economies, we look at the ingredients that determine whether diversification succeeds – or fails.

The data economy is evolving rapidly, bringing investment opportunities in network infrastructure, memory, storage and cybersecurity, as Jason Bohnet explains.

While interest rates appear to be on a gradual upward trajectory in much of the world, UK financial markets were forced to scale back expectations of tighter monetary policy as softer domestic economic data appeared to give the Bank of England pause for thought.

An improvement in relations between the US and North Korea is good news for investors, writes Ed Wiltshire.

James Balfour considers the implications of a tie-up between Sainsbury’s and Asda on the grocery retailing sector.

Global stock markets fell for a second month in a row in March, placing them in negative territory year to date, as worries over rising trade tensions between the US and China unnerved investors.