Industry Voice

Emerging market equities have rebounded following several years of underperformance on both an absolute and relative basis, yet most investors remain pessimistic and are significantly underweight the asset class.

After a 30-year bull market, fixed income investors are now staring down the barrel: 2017 could be the year the government bond bubble finally bursts. It's no time to be blithely banking on bonds.

Our Equity Income Unconstrained Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation.

Mark Burgess, CIO EMEA and Global Head of Equities at Columbia Theadneedle Investments, considers the potential impact on markets of electing Le Pen, and the volatile consequences that this would have on French assets.

Rob Burnett, Head of European Equities, Neptune

Global dividend growth disappoints in 2016, while dollar strength clouds outlook for 2017

The repercussions from the 2008 Spanish property crash are still being felt by many people, but now there's reason to be much more optimistic.

Kunal Desai, manager of the Neptune India Fund, comments on the strength of India's latest GDP figures.

Our UK Equity Unconstrained Income Fund has the flexibility to invest across the entire market, choosing stocks irrespective of sector, style characteristics or market capitalisation. This frees us from any benchmark or index constraints, and means we...

Kenichi Amaki, Portfolio Manager, Matthews Asia