Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates
Investment managers are expecting to see the first interest rate rise in the US in over six years in the next couple of months, but could we see a further round of quantitative easing instead?
For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...
James Mitchell, portfolio manager in global fixed income for Russell Investments, analyses the key risk factors for the high yield market as the Federal Reserve moves closer to raising rates.
Bonds will experience a volatile summer, according to TwentyFour Asset Management's Chris Bowie, who believes the Federal Reserve will opt for a September rate hike.
Chris Iggo (pictured), CIO fixed income at AXA Investment Managers, discusses the main issues for fixed income investors as Greece reaches a deal with its creditors.
Neptune's Felix Wintle has described 2014 as a "frustrating" year for performance but has prospered again this year in part due to a zero weighting in "bond proxy" utilities.
Beating the US market will remain a challenge for active managers until the Federal Reserve's policy on interest rates is clear, according to RWC's Mike Corcell, manager of the long/short US Absolute Alpha fund.
Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.
Clive Burstow, manager of the Baring Global Mining fund, explains how a multi-year supply/demand imbalance is creating value opportunities for investors in precious metals