Equities

Schroders manager uses awareness of relative value to negotiate extreme market moves

The Japanese market has been a laggard in the broad equity market recovery that began in March last year.

Part two of a Conjecture discussion on opportunities in DPJ-run Japan

The US economic recovery is well under way, but our estimate is lower than the consensus view.

A mid-cycle correction, which we anticipated for Q2 2010, may have already started and there is good reason for us to advise a more cautious approach within the Pacific Basin.

For many, high yield is nothing more than a niche investment. However, last year's impressive returns and increased issuance is bringing the attractions of this asset class to a much wider audience.

Concerns about a sovereign credit crisis in peripheral Europe drove equity markets significantly lower in the past few weeks, although corporate earnings results overall showed a solid improvement.

Thesis Asset Management's Michael Lally is planning to add emerging market and mortgage-backed debt to his £13.7m Optima Bond fund.

Ignis' Pacific Growth manager navigates potential inflationary issues arising in China by shifting weighting into domestic space.

F&C's Robert Siddles believes US small caps will act as good inflation hedge when CPI starts to rise.