Chris Kinder, Portfolio Manager of the Threadneedle UK Fund, outlines why despite UK banks returning to favour he remains wary of the sector.
Robin Geffen, Neptune Fund Manager & CEO, discusses dividend risk and the potentially negative consequences of the Investment Association's decision to cut the UK Equity Income sector's yield target earlier this year.
In this week's inflation print, the UK hit a highpoint. According to the Office for National Statistics, the UK's CPI rate hit 3% - a level not seen in more than 5 years. And it's not just the UK - globally inflation has been creeping up.
With Stuart Kirk, Head of Deutsche Asset Management's new Global Research Institute: The rise of passive is a phenomenon. Even better, its success is widely considered a good thing, with index vehicles such as exchange traded funds giving investors more...
With yields suppressed in the developed world and improving fundamentals, now could be a good time to increase allocations to Emerging Markets (EM).Each EM is unique, and differences in economic drivers require each country to be evaluated on its own...
Years of aggressive monetary accommodation have kept rates low and returns high across developed world bond markets. But yields are drifting higher, central banks are a little less cautious and inflation could be on the mend. We are, finally, nearing...
with Max Godwin, Portfolio Manager of Eastspring Investments – Japan Smaller Companies Fund (the “Fund”)
Low bond yields make it hard for investors to get proper compensation for the risks they're taking. This means they need to cast their nets as wide as possible and absolute-return type strategies can help them do it.
Barry Widdows, Head of Multi-Asset Portfolio Management at Prudential Portfolio Management Group (PPMG) invites us into the analytical environment and close working relationships involved in managing multi-asset portfolios.
In the hunt for yield, investors need to be creative - looking further afield for diversification and dividends. But one attractive, often overlooked market is Japan.
With tensions rising on the Korean peninsula, events in North Korea have been dominating the news and continue to cast a shadow on its neighbour, South Korea. What are the potential investment risks and opportunities for investors?
Yield hunters need to consider their chosen destinations carefully. On the face of it, dividend payouts look robust, but not everything is as it seems.
Watch our short video about the first enhanced income ETFs to launch in the UK and the approach we adopt.
Japan is a nation famed for its culture and traditions. Unfortunately for investors, this has often meant higher corporate savings and meagre returns. Now, however, governance reforms by Prime Minister Shinzo Abe could be changing this, as Japanese companies...
T. Rowe Price's Jeff Rottinghaus highlights the reasons behind his largest sector bets and some of his favoured stock ideas.
Many emerging market economies have strengthened, putting them on firmer footing for future growth. We believe valuations remain attractive but this asset class needs careful handling: investors should look for a quality-focused approach with risk mitigation...
Travis Spence, Head of the GFICC EMEA Client Portfolio Management team speaks on the JPM Global Bond Opportunities fund
After a quiet year for M&A in 2016, UK equities have been bolstered by increased deal activity year-to-date. Neptune's Mark Martin explains why he believes M&A could continue to drive the outperformance of small and mid-caps in the coming months
The S&P 500 Tobacco index has out-performed the S&P by more than 1,000% over the last 28 years, creating significant investment returns for investors.
The biotech sector has been churning out a new generation of drug treatment options.
The video gaming industry is maturing. While it has been around for nearly half a century, we believe this fast-growing market segment is entering a new and potentially disruptive stage.
This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.
Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang