Fund Manager Views
Why the value proposition in UK bonds is 'daunting'
Brexit proving a headwind
Why the long-term outlook for biotech sector remains intact
The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.
Balancing Japanese equity exposure to mitigate global risk factors
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
EdenTree's Osfield: The worst is behind for China
China has improved in last 18 months
Where now for European smaller companies?
At first glance, European smaller companies look expensive. They trade on a two-year forward earnings-per-share multiple of 15.8x, against their 15-year average of 13x.
Walker Crips' Morgan: Dangers lurking in US markets
Threat of policy mistake
The inevitable journey back to monetary normality
Dividend yield and growth seem primed for a renaissance
Can UK mid- and small-cap funds continue to outperform?
Great diversity on offer
Brazil and Mexico: The standout markets for investment grade bonds
The monetary policy debate is likely to continue to dominate volatility in government bonds markets, and its ripples are likely to impact broader fixed income markets.
Brunner trust's Macdonald: Where we are finding global opportunities
Lucy Macdonald, manager of the Brunner investment trust, takes a closer look at the prospects for global equity markets.
REYL Singapore's Liew: Investors should be cautious on India
Korea performed well
JP Morgan's Lafargue: Banking sector to benefit from ECB's move towards normalisation
Attractive economic backdrop
Is Goldilocks here to stay in US?
Seen a lull in inflation
Ardevora's Lang: Why healthcare is not necessarily a 'safe' sector
Growth becoming harder to achieve
SVM's Lawson: Don't be distracted by summer 'sabre-rattling'
Pressure from sector disruptors
M&G's Calich: Higher US rate environment less challenging for some EMs than a few years ago
Emerging market bonds generated decent performance in the first half of 2017, rallying well after weakening towards the end of last year on the US election result.
Why investors must stay rational in final leg of bull market
With many asset classes having been pumped up to high valuations by central bank stimulus, we are concerned that investors are no longer receiving particularly generous rewards for taking market risk.
Matthews Asia's Zhang: Bubbles have been growing in different parts of markets
Valuations attractive
The tailwinds giving Japanese cyclicals a competitive edge
Japan (Topix) is doing well this year in US dollar terms, up 12% compared to 11% for the S&P 500 and 13% for the MSCI World index.
US Goldilocks scenario the best ally for European economy
Improved political visibility
AllianceBernstein's CIO Caruso on the opportunities in US tech
Companies with high growth are worth higher price tag
'We are getting closer to the point when it will pay to be a stockpicker'
We have recently been summing up our overall market view as being characterised by elevated multiples applied to cyclically high earnings.
Neptune's Geffen: This is not an environment for complacency
Large caps are the place to be over next ten years
Over-gloomy news flow creating opportunities in EMD
Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.
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