Progress on SOE reform needs to be watched closely because it is an area where shifts in management could benefit the economy in a number of ways, according to Koon Chow, senior macro and FX strategist emerging markets fixed income team at Union Bancaire...
Antoine Lesné, head of ETF sales strategy EMEA at State Street Global Advisors, analyses what an interest rate hike by the Federal Reserve would actually mean for investors, and how they should be positioned.
The economic conditions are not improving significantly in the eurozone with poor growth and low inflation, according to EI Sturdza's Eric Vanraes.
Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately.
While US interest rates seemingly remain unchanged, the tightening of the shadow funds rate equates to six conventional policy rate increases since the start of 2015, says Hinesh Patel, co-manager on the Old Mutual Global Bond fund
Along with slowing growth in China and the continued weakness in commodities, the focus is turning to higher discount rates in 2016, at least in the US, says Columbia Threadneedle's Chris Kinder.
With volatility having increased this year, Newton Investment Management's Nick Clay asks what type and level of risk is one willing to assume to generate the required level of income?
QE has helped drive equities and bonds beyond fair value - but what will the future hold after the Fed raises rates?
Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.