Fund Manager Views
How Abe's 'work-style reform' can reshape Japan's labour force
The issues facing Japan with respect to its ageing population are well documented.
Fidelity's Samant: Identifying Asia's standout performers
With 17,000 listed companies in Asia Pacific ex Japan, the search for good quality businesses available at attractive valuations is immense.
Henry Dixon: The bull and bear case for the UK
While the yield attractions of equities have rarely been so strong relative to bonds, it is undoubtedly right that a significant amount of commentary is currently devoted to record levels of net debt and shrinking dividend cover.
What does the failure of Banco Popular say about bank bonds?
Bought for €1 by Santander
Where should investors look for differentiated returns?
Many successful funds nearing capacity
'The entrepreneurial spirit in Japan is not dead'
Heartwood's Michael Stanes
Should investors fear EMD risks?
Risk scenarios vary from country to country
Old Mutual's Ormiston on where opportunities lie in Europe
Italy remains a risk
Why US banks are still compelling for large-cap investors
Friendlier regulatory environment expected
Rathbones' Stick: Why we expect an uptick in pharma revenues
Previously warned on pharma dividends
Saracen's Yeaman reveals the UK domestic stocks he is backing on UK Alpha fund
Housebuilders and retailers
Kames' McNeill: Investors' three choices when navigating bonds
Central bank action has reduced volatility
VCT risks: Are investors aware?
Seen record inflows
Why Indonesia offers a compelling story for fixed income investors
Amid the attention focused on the recent downgrade of China, it is easy to forget that Indonesia was upgraded the week beforehand, when Standard & Poor's became the third and last of the major agencies to rate the country as investment grade (BBB-).
How China's latest Five-Year Plan will drive environmental markets
Despite having an economy that continues to outpace that of many other countries, China's growth has slowed in recent years, raising concerns over the broader implications for investments.
Why the European economy favours smaller companies
More domestically-focused
Trump trade rotation: Why US businesses can still flourish
Retail and autos particularly affected
Ardevora's Lang: We're increasingly struck by signs of dwindling cost competitiveness in China
Chinese labour no longer as cheap as elsewhere
Industrial Revolution 4.0 will change the way humans work in the UK
Humans versus machines
What is the outlook for US retailers from a bond perspective?
The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.
Taking advantage of a potential 'multi-year tailwind' for real assets
Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.
Rathbones' Coombs: The dilemmas for the BoJ
Withdrawal of QE could cause 'considerable fallout'
First State's Williamson: The unique drivers within EMD
When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.
The importance of profitability AND sustainability
'We are citizens of the planet'
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