Some investors are bound to be feeling nervous after Friday’s near-2.5% drop in the NASDAQ 100, given the rout in technology shares during the bursting of the dot com bubble. However, the technology...

We doubt that political uncertainty after Thursday’s UK General Election will itself have a big effect on the markets. However, there could be significant moves if the endgame is a Labour-led...

China has started to accumulated foreign exchange reserves again in recent months, having reduced them over the past few years. We expect reserves to continue rising, but doubt that this will weigh on...

While we expect the euro to strengthen further over our forecast period, we think that equities in the euro-zone will continue to outperform those in the US, where the economic recovery is more mature...