Economy
Capitalising on change
Industry Voice: Identifying beneficiaries of corporate change is a key part of Fidelity Global Special Situations Fund Manager Jeremy Podger's three-pronged investment approach. He reviews the current pipeline of corporate actions across the globe and...
'A lot to look forward to' for EM investors after a 'dismal' eight months
Despite a dismal performance in the first half of 2018 owing to a plethora of setbacks - such as the stronger US dollar, the Turkish crisis, rising trade tensions and policy turbulence - emerging markets have a lot to look forward to in the second half...
Kames' Wells: My shopping list is ready to take advantage of market opportunities
The economic recovery is long in the tooth and the rate of growth is slowing.
7IM's Jack Turner on the events that could threaten the Topix
Following Shinzo Abe's re-election as Prime Minister in 2012 and the infamous 'three arrow' stimulus package, the Japanese equity market was a star performer among the world's stock markets in 2013.
UK inflation sees first rise since November to 2.5%
Helped by rising oil price
Quilter and RLAM join top firms with most Five Crown rated funds in latest FE rebalance
Latest rebalance list unveiled
Three yield opportunities in fixed income
Yield and credit curves flat in several markets
Funds to flip: Which funds should you be switching out of?
Canaccord’s Thomas reveals his funds to ditch and what should replace them
BIS: Global economy stuck in a 'debt trap'
Protectionist concerns
Rising market volatility drives new opportunity
Industry Voice: If 2017 saw one of the more benign market environments in decades, 2018 is already proving to have a bit more bite. This heralds the return of alternative or less directional trading, according to Steve Waddington, multi-asset manager...
Global insight: Video interview with Fidelity's Grethe Schepers
Highlights of group's 2018 Analyst Survey
Brooks Macdonald adds further £5.5m to Spearpoint legacy pot; FUM climbs 25.8%
Chris Macdonald steps down from board
Industry Voice: Will global economic growth continue?
At T.Rowe Price, we believe the global economy looks set to carry much of its recent momentum into 2018, although growth is likely to be slower than what we saw in mid-2017. Trends such as healthier government finances among the more indebted euro-area...
Industry Voice: Peak Growth - Three Reasons the Global Economy Could Top Out in 2018
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
GDP beats expectations to increase 0.5% in Q4
Growth of 1.8% over the year
AllianzGI's Dwane: 'Let's resolve to build a new business model'
Could 'fix a host of failings'
Investment Pulse: Is consolidation in the asset management industry more damaging than initially thought?
IW readers give their views
Mundy's Moment: Long-term investing, dividends and US equities
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...
What will be the impact as central banks adopt more hawkish tone?
MFS Investment Management's Pilar Gomez Bravo
Irrational price behaviour offers significant opportunities
M&G's Johan Du Preez
Europe presents attractive opportunities for investors
Pictet Asset Management's Tomás Pinto
Where now for US small caps?
Wells Fargo's Garth Nisbet
Should income investors back housebuilders?
Three key areas of concern
Neptune's Geffen positions £200m Income fund for weak UK economy
Robin Geffen, CEO at Neptune Investment Management and lead manager on the £200m Neptune Income fund, has been steering the portfolio away from domestically-focused stocks, as he believes the UK economy is "weak and getting weaker".
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