Global Equity & Income

Watch out for Italy's referendum to be the third leg of this year's populist stool, and make sure your portfolios are positioned accordingly.
European assets have muted reaction to U.S. nonfarm payrolls.
Reports of the euro's death are highly exaggerated, again.
Brexit and the U.S. election have introduced far more uncertainty than previously assumed.
Chinese money will be harder to take out of the country to buy foreign property.
Worker unrest at foreign companies has left Communist officials in a quandary; but it's increasingly a cost of doing business in China.
The OECD forecasts, eurozone inflation and UK banks stress test results are the highlights of the week.
Chinese tourists will no longer be locked inside stores until they buy enough stuff to make their tour guide happy.
There are signs that the property market is getting out of control again in Japan. Here's how to play the situation.
The fifth monthly rise in the French services sector opens up opportunities.

Columnist Conversations

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