fund manager views
Asia
Regardless of market conditions, active management in the Japanese small-cap market is still able to provide a better return with less volatility when compared to Japanese equity market as a whole.
30 November 2016
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2 min read
Europe
Despite political upheavals, the current environment of low growth and low interest rates should be broadly positive for equities in Europe.
30 November 2016
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2 min read
US
Positive headlines from the US have been rare this year - from social issues and divisive politics to economic underperformance.
30 November 2016
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2 min read
Property
Recent months have been mixed for the UK property market. The asset class performed well early in the year, but returns were rocked by the uncertainty surrounding June's Brexit vote.
25 November 2016
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2 min read
Emerging markets
Emerging market fixed income has been one of the best performing assets classes of 2016 and this can be seen from improving industrial production and PMI indicators, showing that emerging economies are once again widening the gap to industrial countries....
25 November 2016
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2 min read
Bonds
Most developed market yield curves have suffered bear steepening over the past month, despite quantitative easing.
25 November 2016
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2 min read
Europe
The luxury industry has entered a phase of consolidation. Luxury goods companies have to rethink strategies as the implosion of the gift-giving bubble, the store openings euphoria, and shifting consumption patterns have led to an increasingly competitive...
25 November 2016
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2 min read
Bonds
Emerging market debt has gained more than 15% in 2016, outperforming all other major asset classes and markets, and confounding the roundly pessimistic expectations at the start of the year.
22 November 2016
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2 min read
