fund manager views
Why now is the time to increase exposure to alternatives
As multi-asset managers, we have historically been overweight to corporate bonds and specifically the financial sector ever since the Global Financial Crisis.
Millennial 'buy less, buy better' ethos changing the retail sector
In 2020, five people will enter the growing global middle class every second, reinforcing the secular, long-term appeal of discretionary consumer spending, and consequently, the luxury sector.
John Redwood on a 'pioneering' Japan
Steady progress in growing per capita income
Preparing for the volatility 'bonfire' ahead
We continue to expect volatility in financial markets to rise substantially at some point.
The forces driving emerging market debt returns
Emerging market (EM) local currency debt looks set to extend gains in early 2020, as contained trade war fears and ample liquidity sustain investors' hunt for yield.
The UK property investment market is far from dead
The UK property investment market continues to experience lower transaction volumes, driven by political and economic uncertainties, particularly from Brexit.
The lessons to be learnt from successful growth investing
The pursuit of growth can make investors do odd things.
Glimmers of hope for European stocks as sentiment improves
Glimmers of hope have recently begun to emerge for European equities.
EMD yields look attractive but beware political risks
After a volatile Q4 2018 when credit spreads widened but government bonds rallied due to safe-haven flows, fixed income markets across different categories have delivered strong returns so far this year.
The unlikely EM countries showing 'economic promise'
Emerging markets, much like developed markets, have been influenced by macroeconomic and political developments since the start of the year.
Rathbones' Carl Stick on the one stock that has been in the Income fund for 20 years
Back in 2000, the privatised utilities were a somnolent bunch, unattractive in contrast to the fireworks of the TMT bubble.
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.
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