fund manager views

Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.

Conflicting forces are buffeting UK equity income investors. Tailwinds include the record low base rate, which is boosting the appeal of dividend income, according to Aviva Investors' James Balfour.

UK only accounts for 6% of eurozone exports

Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.

Five years of downgrades

New business opportunities created by structural changes in Japanese society are providing higher growth potential for companies and more options, writes SuMi Trust's Katsunori Kitakura.

Especially with China remaining uncertain

Investment activity is lower

FTSE 250 underperforms post-Brexit

Bowie, Brexit and Bake Off - 2016 has already delivered a number of shocks. Fretful investors could therefore be forgiven for seeking investments that are as safe as houses.