Fund Manager Views
The global risks influencing the US
Central banks in tight position in case of downturn
Japanese equity market faces collateral damage in US-China trade war
The Japanese equity market has seen net outflows in the past 12 months, with concerns over global growth and the trade war weighing on investor sentiment in the region.
The UK businesses to focus on post-Brexit
Can British companies still prosper after Brexit?
The "positive signals" to be found in Europe
While macroeconomic concerns remain, the outlook for European equities is now more positive than a year ago.
What the 'lipstick effect' means for UK equity income
It says something about the challenges the UK market faces when Brexit is not the biggest risk investors fear.
Why is generating higher returns from ESG a challenge?
The popularity of ESG investing has grown significantly in recent years.
What is driving 'extreme price swings' in equity markets?
US equities began 2019 with a welcome respite, reversing course from their downward spiral in December 2018.
The sectors where Europe has the advantage
Despite some emerging evidence that Europe's economic prospects may be stabilising, the direction of the region's equity markets remains determined by extraneous factors, notably the progress of ongoing US-China trade negotiations.
How to navigate the minefield of UK plc
We see far too many examples of management teams across 'UK plc' failing to act in the interests of the stakeholders of the companies they are employed to run.
Long-term income opportunities in UK micro caps
The London IPO market has been subdued since the second half of 2018, as a result of increased market volatility.
Orbis's Lynn: The contrarian bond view earning a 16% yield
Most investors shunning energy companies due to oil price volatility
The single most-worrying Brexit outcome for UK stockmarkets
The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Japan: Is all the bad news now priced in?
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
The key questions for investors in an uncertain world
Today we are seeing change in the political environment, investor priorities and market landscape at a faster pace than ever before.
Liontrust's Husselbee on 'the three Rs'
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
Finding pockets of growth in UK markets
The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.
Hermes' Greenberg on his top GEM stocks
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Navigating the 'significant valuation dislocation' in Japanese equities
Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
The 'powerful factor' set to drive emerging market debt gains
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Investing amid ongoing global economic concerns
Having spoken to numerous market participants, we discern a number of areas of current concern.
Does the Fed need to become more dovish?
Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.
Looking for alternative sources for income in the UK
Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.
The 'icing on the cake' in Japan
Japanese equities have been routinely shunned by global allocators for decades.
Man GLG's Scott on the outlook for credit
As we approach late cycle, global markets are characterised by low growth and falling inflation.
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