fund manager views
Bonds
Despite Europe's proximity to the UK, euro credit has been the least volatile of the three - a fact largely explained by the European Central Bank's (ECB) well-received corporate bond purchase programme, first announced in March which has directly supported...
23 September 2016
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2 min read
Europe
Fund flow data shows European equities have posted 29 consecutive weeks of outflows, the worst run since 2008.
16 September 2016
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2 min read
Emerging markets
While the MSCI Frontier Markets index formally classifies some 23 countries as 'frontier' markets, there are actually around 160 countries that do not feature in developed or emerging market indices which could be considered frontier.
16 September 2016
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2 min read
Bonds
About 45% of the global bond market is now eligible for central bank purchases. While it is difficult to position for further significant falls in gilt yields, it is hard to fathom what will lead to yields breaking sustainably higher, according to SLI's...
16 September 2016
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2 min read
Emerging markets
The 'growth gap' between emerging and developed markets is widening in the former's favour and emerging markets are expected to grow by a robust 4.5% this year, according to Muzinich's Warren Hyland.
16 September 2016
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2 min read
UK
The Brexit vote, slowing global growth and unprecedented policy measures by central bankers mean there is significant uncertainty about what the future holds at a macroeconomic level - and there is good reason for investors to remain vigilant.
16 September 2016
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2 min read
UK
"Brexit means Brexit," Prime Minister Theresa May said. But what does that mean? For equity income investors, I think it means four things, writes Miton's Eric Moore.
16 September 2016
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2 min read
Bonds
At its August meeting, the Bank of England's Monetary Policy Committee (MPC) halved the bank rate to 0.25% in addition to implementing a new Term Funding Structure and a purchase of up to £70bn UK corporate and government bonds.
12 September 2016
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2 min read
