Equities

The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...

Market expectations benign, says Wharrier

Nick Price, portfolio manager of the Fidelity Japanese Values trust, explores the key changes being made by Japanese corporates.

Is China downturn a social crisis caused by naive investors?

Asset management groups have just six more months to comply with the fifth iteration of the UCITS directive, which is set to increase the gap between UCITS and AIFMD funds and also overhaul fund manager remuneration policies. Charles Bathurst, consultant...

Equities look compelling

Christine Tadros, head of European research at Xtract Research, highlights the key trends that have been seen in the first half of 2015, and which are likely to impact the market in the coming months

Economic data in Europe is improving steadily, an expansionary monetary policy is in place and company earnings are set to pick up.

The papers called Beijing's surprise devaluation an "escalation of currency wars", with some stating the move was "best seen as a distress signal from Beijing".

Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.