Lawrence Gosling talks to Capital Group's Jody Jonsson, manager of the New Perspective strategy, about China's prospects, why Amazon is reasonably valued, and the attraction of tech start-ups for graduates.
Morgan Stanley's Kristian Heugh, manager of the group's Global Opportunity fund, talks to Lawrence Gosling about his attitude to Chinese state-owned enterprises and where he is invested within the tech sector.
Following the crescendo of the European sovereign debt crisis in 2011, scepticism plagued investors across the continent, leaving the economy in a fragile, lethargic state.
With the Chinese economy showing signs of stabilisation after rounds of monetary easing and fiscal stimulus, what does the remainder of 2016 hold for the country, asks Wells Fargo's Anthony Cragg.
There are many ways to look at the UK economy to get a gauge of its health, writes Architas's Nathan Sweeney, including the most notable employment, GDP and inflation figures.
Advance from 2009 lows
Serious hit between 2007 to 2009
Negative rates a concern for banking sector
Correlations at elevated levels
Headlines in January talked of the stockmarket suffering the worst start since the Great Depression and in mid-February a number of indices were down over 20% from their highs – into bear market territory.
The first quarter of 2016 saw a significant correction give way to a sustained rally as the situation in emerging markets and commodities moved from being intractable to seemingly containable, writes Man GLG's Henry Dixon.
Recent market commentary has raised concerns around crowded trades that could adversely affect smart beta strategies, writes Gaurav Mallik, global head of equity strategies at State Street Global Advisors.
European and Japanese equities failed to rise after central bank action
Beleaguered income investors have had to contend with falling profits and dividend cuts so far this year.
Strong fundamentals in Cisco and Microsoft
It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.
Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...
UK equities maintained their strong run from the end of February right through to March as the more dovish tone from the US Federal Reserve and the grind higher in commodity prices continued to drag the market upwards.
Convertible bonds (CBs) are most effective at delivering you closer to your asset mix 'sweet spot' than you would be by guessing your equity/bond allocations, writes NN Investment Partners' Tarek Saber.
Consumer confidence improving
Small and mid-cap companies looking attractive