With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
Joining board of directors
Capacity available after three years
The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...
Indicators forecasting V-shaped recovery
Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms
Schroders has expanded its £76bn multi-asset team further with two hires as it focuses on building this part of the business.
As equities reach record highs and fresh volatility hits fixed income markets, Investment Week asks if cash is now looking like a more appealing proposition.
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Some of the biggest banks in the US have been given the green light to pay their largest dividends since the financial crisis, following the Federal Reserve's 'stress test'.
Central banks are still working to reflate asset prices while investors chase yield. This means ABS are prime candidates for top performance this year, says Jim Caron, portfolio manager at Morgan Stanley Investment Management.
The after-effects of the oil shock
A torrid year for equities in 2015?
Returns on a typical 60/40 US equity and fixed income portfolio over the next decade may be half those seen over the previous 50 years, according to Morgan Stanley strategists.
Steering clear of the asset gatherers
Where’s the value?
As the latest figures from the IMA show Absolute Return funds have seen their highest retail sales for over four years, Standard Life Investments' phenomenally successful GARS fund is starting to face more competition from peers.
THE BIG INTERVIEW
Fresh plunges in the value of emerging market currencies have send equities sharply lower this morning, with an analyst downgrade adding to the pain for EM-focused Aberdeen.
Octopus Investments’ multi-manager team reveals the overlooked funds to watch in 2014.
Smith & Williamson has appointed Morgan Stanley's Michael Pagliari as investment management partner, its fourth hire in the investment management division in the last two months.