Fund manager views
20 May 2013
Although US equity markets have continued to reach new all-time highs this year, sentiment towards the prospect of a sustained US economic recovery has become more tentative in the past few weeks.
20 May 2013
The Japanese equity market has had a good run in recent months. Although the first leg of the recovery, triggered by a weaker yen, is probably over, there is clear potential for Japanese equities to perform well over the longer term.
20 May 2013
This year so far has been an interesting and rather unique period for UK income investors. Happily, the IMA equity income sector has outperformed the FTSE All-Share. What is unusual is that it has done so in a strongly rising market, when historically income strategies as a group have tended to lag.
13 May 2013
Falling commodity prices, especially oil, are proving positive for India in a variety of ways. Not only is India a major oil importer but the cost of oil for the consumer is heavily subsidised by the government.
13 May 2013
Hugh Young, manager of the Aberdeen New Dawn investment trust, explains why an uncertain outlook for corporate earnings means he is maintaining a cautious stance on Asian equities.
13 May 2013
We remain disenchanted with the outlook for the UK domestic economy and see sustained low economic growth, low wage growth, persistent inflation (most of it imported) and negative real wage growth.
10 May 2013
I have held a bearish view on emerging market bonds for some time now and continue to do so.
08 May 2013
After the 23% return of the MSCI China Index last year in US dollar terms, Chinese stocks have started correcting in the past two months.
08 May 2013
Investors often wonder not only about the potential return for equities as a whole but also the relative returns of growth and value stocks. This query has been more pertinent of late, as the markets have seen a divergence from their post-financial crisis patterns.
01 May 2013
One of the most significant changes made by Chancellor of the Exchequer, George Osborne, during his recent budget statement was the announcement of a new Help to Buy scheme for the UK housing market.
01 May 2013
The recent rationing of baby milk sales in UK supermarkets to prevent buyers snapping up supplies and shipping them back to meet surging demand in China neatly underlined the growing significance of consumer spending power in the East.
23 April 2013
The driving themes in the technology sector continue to be mobile and the Cloud, with video also a significant area.
23 April 2013
While turmoil in global financial markets has dominated headlines and investor sentiment since early 2008, there have been significant shifts occurring in global population and food self-sufficiency. These changes are expected to have a major impact on agriculture.
22 April 2013
The Asia Pacific real estate investment trust (REIT) sector has enjoyed strong growth in the past decade to become the second largest market after North America.
22 April 2013
ING IM's Peter Sengelmann looks at the Bank of Japan's recent move to unleash aggressive stimulus measures, and considers its impact on the bond markets.
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Features
Sheldon MacDonald, senior investment manager at Architas, looks at the prospects for global equities markets for the rest of 2013 and beyond.
Annabelle Williams talks to Fen Sung, manager of the Premier China Enterprise fund, about the stocks that could benefit from a relaxation of China’s one-child policy.
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Fidelity's Peter Khan discusses his outlook for high yield bond markets.
Bull/Bear
Although US equity markets have continued to reach new all-time highs this year, sentiment towards the prospect of a sustained US economic recovery has become more tentative in the past few weeks.
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