fund manager views
Asia
As one of the best performing emerging markets year-to-date, why do so many investors still avoid India?
21 October 2016
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2 min read
Specialist
To say that markets have been unkind to alternative energy equities is an understatement. The sector, as represented by the WilderHill Clean Energy index (ECO index), is down 78% since July 2008 and down 61% since 2011.
14 October 2016
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2 min read
Asia
India, the world's fastest growing major economy, is witnessing significant injections of capital as the country opens up to foreign direct investment like never before with a reformist government investing heavily in infrastructure.
14 October 2016
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2 min read
Equities
The outcome of the recent EU referendum in the UK created a lot of discussion around the positioning of multi-asset portfolios both pre- and post-23 June. The reality is that most long-term investors will have made very few, if any, adjustments, writes...
14 October 2016
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2 min read
Multi-asset
Investors' aversion to anything seen as 'risky' has driven down bond yields to levels which could actually suggest complacency with regards to the riskiness of many government bonds, writes Tony Finding, multi-asset manager at M&G Investments.
11 October 2016
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2 min read
Bonds
One of the Bank of England's Monetary Policy Committee (MPC) announcements in August was the intention to buy up to £10bn of corporate bonds over an 18-month period, writes F&C's Ian Robinson.
10 October 2016
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2 min read
Emerging markets
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
10 October 2016
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2 min read
Asia
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
06 October 2016
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2 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
