fund manager views

Fed rate hike would strengthen dollar vs the yen

Pension fund deficits have been a controversial topic for investors for some time. In 2016, both the British Steel pension issues and the BHS/Sir Philip Green saga have been front page news, writes RWC's John Innes.

Growth is hard to come by as the global economic backdrop remains subdued, particularly in Europe, writes Crux Asset Management's Roland Grender.

Financial regulators in Beijing and Hong Kong announced the launch of the Shenzhen-Hong Kong Stock Exchange Connect, slated for December, giving foreign investors access to the world's eighth largest exchange and more importantly China's high growth equity...

In a year of political surprises, Donald Trump has succeeded in delivering the greatest of them all by winning the US Presidential Election on the back of a Republican sweep, writes Nicolas Janvier, co-manager of the Threadneedle American Smaller Companies...

Bull bond market potentially coming to an end

UK income hunters face headwinds of historical proportions: 10-year gilt yields hit an all-time low of 0.5% on 12 August, accompanied by a similarly record-breaking feat from sterling corporate bonds of 2.3%.

Japanese equities have earned themselves a reputation over the years as the market everyone loves to hate, writes Trevor Greetham, head of multi-asset, at Royal London Asset Management.

Housing remains one of the brighter spots for the US economy. After enduring four years of depression, the housing industry began to recover in 2012 and now seems more like a tailwind than a headwind.

Concerns have been mounting in the run-up to the US election, particularly over Hillary Clinton's proposed clamp down on drug pricing, writes Carl Harald Janson.