Fund Manager Views
Sajiv Vaid: How to navigate bond markets as risk assets peak
Over the past quarter, the consensus view of many has been to challenge the role and attractiveness of fixed income as an asset class.
How local Chinese brands are becoming international players
Focus on Asia income
Raymond James' Chris Bailey on earnings in Europe
Political concerns remain
LGIM's Message: The companies defying the UK retail slowdown
Difficult trading environment
What will happen to micro caps in next market fall?
The micro-cap sector is often deemed synonymous with higher risk: that the smaller the company, the greater the associated risk warnings.
What are the share price 'catalysts' for UK equities?
Focus on consumer discretionary
How research into CLOs can be 'handsomely rewarded'
Markets have benefitted from a co-ordinated global recovery, led by central banks operating in a synchronised manner.
Why 2018 offers a more 'promising' environment for retail structured products
2017 was a bad year to invest in a new structured product. In an ideal world (where volatility is high and markets have fallen), new structured products can deliver higher potential returns and lower market entry points.
How will Shinzo Abe's 'great difficulties' impact Japan
Japanese GDP is likely to expand an average 1.7% through March 2019. Growth should be about 1.6% in April through December this year, rising to 1.8% next January through March.
Will the weak dollar trend continue from here?
Short duration key in current environment
Polar Capital's Nick Davis on opportunities in European income
Less scope for markets to get more expensive
A 'meaningful correction' is 'necessary and overdue'
Focus on healthcare and energy
Saracen's McKenzie: Plenty of value to be unlocked in unloved UK
Investors 'loathe' UK equities
Investec's Brazier: Finding growth opportunities in the UK
Overseas exposure a benefit
A new regime in corporate investment lies ahead
Higher confidence and greater opportunity
Where are the value plays in Europe?
European indices approaching historic peak levels
Cornelian's Millar: Peak Brexit uncertainty provides opportunities
Political issues remain
The investment case for peripheral sovereign bonds
Pockets of value
Aviva Investors' Vokins on why he has cut exposure to US credit
Rise in anti-globalisation sentiment
Richard Lightbound on investing in the 'daunting' tech sector
Investors have long had a love/hate relationship with technology stocks - and for good reason.
Why there are still opportunities in 'underinvested' emerging markets
Over the past two years, emerging markets (EMs) have enjoyed a strong return to outperformance, driven by the first synchronised global growth episode since before the global financial crisis.
Kleinwort Hambros' Kamal: Increasing US shale could tempt OPEC to oversupply market
Brent crude to remain range bound
Eastspring's Cormie: Normalising rates and global growth positive for GEM equities
Overheated global economic recovery a risk
Nordea's Ed Cowart on the changing economic landscape
'Depression-like state'
