fund manager views

After an exodus of global investors from the Japanese stockmarket, disappointed by seemingly stalled reforms and a reverse of the dollar-yen exchange rate, which dampened earnings momentum for many exporting companies, it seems there are now opportunities...

Philip Hammond, the newly appointed Chancellor, has been given an excuse to abandon the concept of austerity and try to address two key issues at the Autumn Statement: housing and infrastructure.

As momentum in economies in the developed world has flagged, and as some deep-seated political tensions have surfaced, emerging markets (EM) are once again catching investor attention.

GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.

It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.

Scott Ingham, investment director at Heartwood Investment Management, looks at the optimal risk/return approach to investing in bonds at a time when yields are unsustainably low

The global economic and investment backdrop was altered by the UK's decision to leave the European Union towards the end of June, writes Brooks Macdonald's Jonathan Webster-Smith.

Investors have become too short-sighted

With global emerging market equities recently rebounding to a year high, and flows returning strongly to the asset class, three managers reveal where they are looking to capitalise on the improvements in investor sentiment.

Returns "difficult to find"