NEWS Focus

Corporate capex growth is finally turning positive. After four years of decline, we expect global growth of 5.5% in 2017. The recovery is broad-based, with positive growth expected in all regions and in nearly all sectors.

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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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