Impact on decision-making
Dan Carter, manager of the Jupiter Japan Income fund, argues that while Japan will no doubt be affected by a possible US-China trade war, the factors that make Japan an investment opportunity are largely disconnected to the actions of Donald Trump and...
Central bank concerns
INDUSTRY VOICE: The rise in bond yields and concurrent shakiness in equity markets may emanate from a subtle but important shift in risk sentiment on inflation.
35 years on
Does the US have upper hand over China?
Strengthening dollar a risk
Highlights of group's 2018 Analyst Survey
Biggest monthly fall in sentiment since 2013
Washington-Moscow relations fraught
US tariff threats spark market concerns
Japanese yen a safe haven
Short duration key in current environment
Governments around the world are performing a juggling act: trying to meet the demands for more government spending; keeping their taxes competitive, and avoiding their public debts spiralling out of control.
Focus on relations between Pyongyang and the world
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund
PARTNER INSIGHT: Bruno Paulson discusses the Morgan Stanley Global Brands Equity Income Fund, its high quality bias, and what distinguishes them from most income managers.
Brent crude to remain range bound
Global version of UK special sits fund
High conviction views
Shift in mood needs to be noticed
PARTNER INSIGHT: Bruno Paulson, who runs Morgan Stanley's Global Brands Equity Income Fund, admits to feeling "distinctly nervous" about markets but suggests there are signs of "global economic improvement."
Favourable macro backdrop