What should investors expect ahead of India’s marathon election?
Voting period takes place over six weeks starting 19 April
Voting period takes place over six weeks starting 19 April
EFG Asset Management CIO discusses concentration risk and the US equity market in election year
As international relations become increasingly adversarial, a change in leader could bring about welcome and unwelcome consequences, writes Darius McDermott
A better balance of power could lead to a stable infrastructure plan
The Italian election looks set to result in a hung parliament as widely expected, but fund managers are concerned a strong showing by right-wing and populist parties poses a threat to eurozone stability.
The consensus forecast of no clear winner in this weekend’s Italian election coming true is the best short-term scenario for financial markets and the economy, according to industry experts.
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
Sterling has suffered its biggest fall since April after a poll suggested the Conservative party’s lead in the UK general election had diminished.
The re-election of President Recep Tayyip Erdogan in Turkey partially resolves the country’s precarious political situation, said Jan Dehn, Head of Research at Ashmore.
Despite relatively subdued markets over the course of the year, Edinburgh Trust’s decision to retain Mark Barnett as portfolio manager has been vindicated by the strong performance produced during the year, trust chair Jim Pettigrew said.
Election uncertainty and pension reforms contributed to fund platforms enduring a lethargic first quarter, according to data released by Fundscape.
With the election done and dusted, predictably it is the banks that are the first under the spotlight. But should investors follow the Treasury’s example and use recent strength as an opportunity to sell down holdings.