fund manager views

Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.

As a global fund manager, I have learnt through experience that some business and investment trends are firmly local (regulation, for example is often driven by local politics), while others can be global, albeit they can occur at different times in different...

Six managers reveal top ideas

Continuing impasse in French market deals

More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.

The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.

Prime Minister Shinzo Abe's goal is to make Japan a country that is admired and respected by Asian and global leaders. This becomes impossible without a strong economy, writes Jesper Koll, CEO of WisdomTree Japan.

Unlike many other market participants, we do not see a general value rally in the near term. To us, there still remains a lot of value traps, writes Jeremy Lang, manager of the Ardevora UK Income fund.

Defensives underperformed in H1

Central bank monetary policy has suppressed interest rates since the global financial crisis, leading to the greatest search for income in investment history, writes Philip Harris, manager of the EdenTree Investment Management UK Equity Growth fund.