fund manager views
An upside surprise to global equity markets in 2020?
With a General Election now called for 12 December, there is a chance that the acrimonious stalemate in Parliament over Brexit might soon be over and the UK will leave the EU by 31 January 2020.
Low growth and deflation are not certainties
It is a nightmare writing an investment piece about the UK.
Confronting Europe's elephant in the room
It has been a strong showing for European equities in recent weeks, with the European Central Bank (ECB)'s policy action – and the rate cut in the US – all helping to lift shares higher.
AIM stocks can diversify UK investors' income sources
The sustainability of UK equity income streams has been called into question, with underlying dividends across the market falling by almost 3% on a constant currency basis during Q3 – the worst quarterly performance for three years.
The natural bridge between coal and carbon-neutral
The strong underlying demand growth in liquefied natural gas (LNG) sets the global gas market apart from the oil market, where a managed decline in long-term production seems to be the most plausible future scenario.
Why Japanese equities will be on the up from next year
Japanese equities have been sensitive to weaker global industrial demand over the past 12 months, but we expect the earnings impact from the ongoing slowdown to bottom out by the end of this fiscal year.
Carmakers' bonds look good value in the short term but long-term challenges persist
The auto sector and credit markets have long had a love-hate relationship.
The opportunities in the Gulf markets
Saudi Arabia's successful 'Future Investment Initiative' ('Davos in the desert') last month and the much-anticipated listing of Aramco have reminded us of the potential of the Gulf region for investors.
Why EM local debt may shine brighter
Four factors may work as catalysts in 2020
Why US real estate remains attractive amid a 'mixed' economic picture
North American equity markets have rewarded investors in 2019 and are at or near all-time highs.
Why 'extra caution' is required on interest rate and credit exposure
2019 has been a stellar year for global bond markets, as weak global economic growth and low inflation have combined with ever more accommodative central banks to push global bond yields significantly lower.
The two factors needed for the rise in Europe's markets to continue
Europe's stockmarkets are on average up more than 20% this year.
Sidestepping danger in the biotech sector
Passive equity products have become popular over the past decade as it has become easier and cheaper to track the performance of an index.
Can central banks keep fending off a global downturn?
The world’s economies are at different stages in the business cycle.
Why fintech valuation concerns are short sighted
Financial technology (fintech) is fuelling a cycle of disruption in the financial services industry.
Will negative stock-bond correlations continue?
One of the more important developments in markets since the late 1990s has been the emergence of a negative stock-bond price correlation.
Invesco's Taylor: The importance of using currency in portfolios
The US dollar has performed well, up more than 7% since the end of 2017, and continues to enjoy a number of supports.
China is rising but south-east Asia could benefit most
China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.
Global growth pick-up key to higher bond yields
Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.
The US 'political football' investors need to take a look at
An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.
Why now is the right time to invest in European property
The European real estate investable universe is large, totalling some €2.5trn.
Why the UK is not a 'basket case'
What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?
The Asian investment opportunities resilient to a slowdown
Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.
Why Greek bonds are the unlikely 'best in class' assets to hold
Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.
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