NEWS Focus

The parliamentary elections in France resulted in a large majority for Macron and his Republican en Marche party, which gives him a strong mandate to pursue reforms and stimulate the economy.

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NEWS Focus

India has had a strong start to 2017. After a shaky period at the end of 2016 when the reformist government took the radical step of withdrawing 86% of the currency from circulation overnight to tackle the ‘black economy’, economic growth has recovered and equities have rallied.

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NEWS Focus

The first six months of the year have been characterised by an unwinding of the reflation trade, strong performance from risk assets and low volatility. Sharpe ratios are remarkably high – but we don’t think this is sustainable.

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NEWS Focus

Colin Moore (Global Chief Investment Officer - Columbia Threadneedle Investments) discusses where he sees investment opportunities and risks in today’s markets, and why he thinks investors value a consistent approach to investing now more than ever.

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NEWS Focus

International investors have greater opportunity to benefit from China’s continued rise. As long as the apparent mood of compromise set by Trump and Xi persists, investors are likely to feel more confident about raising their allocations to China stocks, and increasing exposure to the country’s new economy sectors.

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NEWS Focus

Japan is back. Abenomics may not have fully delivered on its much vaunted promises, but the Japanese economic growth engine is steadily springing to life.

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NEWS Focus

At next Thursday’s meeting of the ECB’s Governing Council (20 July), we expect the Governors to continue their monetary tightening, but to do so in a ‘kind and gentle’ way. That is, they will try to soften the blow so as not to roil markets more than necessary.

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NEWS Focus

The fact that the sharp sell-off in global bonds over recent weeks was triggered by fairly innocuous comments by ECB President Draghi highlights the complacency that had set in about how long emergency monetary policy settings would be kept in place.

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