fund manager views
Uncertainty prevails: Attractive valuations exist but the risk of defaults is high
The first quarter was a rollercoaster for global credit markets with a severe, homogeneous sell-off, followed by a sharp, if more modest, central bank-induced recovery.
Tech stocks to continue powering ahead despite stretched valuations
The global lockdown has decimated some businesses with those in leisure, travel or retail seeing revenues collapse to zero.
PineBridge's Soon: Consumer spending, supply chain logistics and China's lockdown
During the 2008 Global Financial Crisis, recovery was largely in the hands of the governments bailing out troubled companies and providing liquidity to the system.
Charteris CEO: More big gains ahead for gold investors
Investors who have sat out the bull market in precious metals may wonder if they have missed the train.
UK dividends to fall by a third this year: Picking the right stocks for income
2020 will be remembered by UK income investors for decades to come.
UK economy is paused, not suffering a hard reset
Following the financial crash of 2008, investors have benefited from a decade of bullish markets, and while there were indications that a slowdown was on the horizon, economic stasis caused by a flu pandemic was not on anyone's radar.
Which emerging markets have been ahead of the coronavirus curve?
Emerging markets have underperformed global and developed market indices over the past ten years, in spite of having greater opportunities for earnings growth.
What impact will the furlough scheme have on UK equity investors?
A steep contraction in the UK economy is all but inevitable. Indeed, the latest survey data points to a sharp drop in activity since the start of the Covid-19 crisis.
Is coronavirus uncertainty now priced into UK equities?
With the UK facing the prospect of the sharpest drop in economic activity for more than 300 years, now seems a challenging time to be searching for growth.
Real estate infrastructure: The 'ugly duckling' of investment?
Industrial real estate was historically the grafter of the real estate market, the small, often hidden part of a manager's portfolio.
The outlook for UK housebuilders after the pandemic
Covid-19 and the measures taken to contain it have caused an extraordinary level of operating losses, debt accumulation and dividend cancellation across the UK equity market.
The cure must not be worse than the disease
While new coronavirus cases are plateauing, although not yet declining significantly, countries in Europe are beginning to judge the economic pain wreaked by Covid-19 containment measures to be worse than the infection itself and are shifting focus slowly...
Beyond Covid-19: The longer-term tailwinds for Japan
There is no doubt companies' sales and earnings are being hit across Japan.
What impact will the coronavirus have on ESG investing?
The coronavirus pandemic is a human tragedy, but could it accelerate the transition to a more sustainable economy?
The case for hedge funds in the throes of a crisis
Against the backdrop of financial markets across the world falling steeply in the wake of the Covid-19 pandemic, investors rushed to traditional safe havens in a bid to safeguard their investments
Dynamic Planner's Chatterjee: Navigating the 'tidal wave' of fiscal policy
"May you live in interesting times," goes the apocryphal Chinese saying. Whether this is a curse, or a blessing is open to interpretation, as all pithy statements are.
Ninety One's Cooper: The global companies paving the way for renewable energy
Covid-19 will impact the companies driving global decarbonisation in the short term, just as it is affecting all businesses.
Downside protection amid 'gloomy economists' and irrational markets
While coming within a whisker of calling the low for the S&P 500, it is fruitless attempting to call short-term market moves.
Benefiting from Japan's corporate culture amid 'bleak' macro picture
As ever, looking at Japan from a Bull/ Bear point of view proves to be a challenge.
How is Europe coping with multi-year productivity lows?
European equities have declined 26% during 2020 owing to the rapid spread of the Covid-19 pandemic. Consequently, economic activity indices have declined to multi-year lows.
Premier Miton's Dawes: The most mispriced sectors in the UK stockmarket
Amid the increasingly sobering economic projections and single issue news coverage, it is easy to become blinkered.
Why the UK 'could be set for particular attention' when investors return to equities
It has been a difficult 2020 for stockmarkets, as the world fights to contain the coronavirus outbreak.
Coronavirus sell-off could throw up value opportunities in growth themes
The international spread of Covid-19 has spooked markets into some of their worst days since 1987.