Financial services has 'most to lose'
Headlines exaggerate reality
In the latest monthly Investment Week podcast, Hermes' chief economist Neil Williams talks about the 2016 Budget, the threat of a Brexit and the implications for the UK economy.
Outlook more 'uncertain' in January meeting
Markets no longer listening to central banks 'crying wolf'
The New Year started, as always, with a flurry of forecasts for the next 12 months. But with equity markets having one of their worst starts, a number of commentators have not had to wait as long as usual for some of their forecasts to look a touch optimistic.
If the recent sell-off can be attributed to any single factor, it has been events in China – and particularly its currency.
Fund managers have urged a return to 'old school' investing, including a focus on fundamentals, as global markets dropped into bear market territory last week.
With banks having to abide by new capital requirements, future bailouts will still see the UK taxpayer pay out for corporate mistakes according to Kames Capital's Gregory Turnbull-Schwartz.
Was it hopes disappointed, or simply more of the same? Or both? 2015 continued to be characterised by what is widely perceived as 'dull world growth', writes Cazenove Capital CIO Richard Jeffrey.
Long term implications of shaky start to 2016
Ben Peters, co-manager at Evenlode Income, analyses how improved stewardship is helping the investment management profession take the criticisms levelled at it seriously for the first time.
Previously special adviser to French president
Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.
Book by Lawrence Gosling
To focus on strategy for AIMS team
Not for the faint of heart
Markets and sterling fall
Schroders chief economist, Keith Wade, discusses how the slowdown in China is yet to reveal its true impact on German companies, and how the recent influx of immigrants could put budget policy at risk
Japanese stocks well placed to outperform global markets
In the second of a two-part Big Question, Investment Week asks which financial services companies are standing out as the sector's recovery continues
Andrew Graham, portfolio manager of the Martin Currie Asia Unconstrained trust, says market upheaval in Asia is offering investors opportunity
Chris Maule, CEO of UK Bond Network, explains why taking 'wisdom' from the crowds can prove to be a useful investment strategy
Sector recovery continues