fund manager views

Showing signs of strength

The UK healthcare sector is a major beneficiary of EU R&D funding, free-movement of scientists, and a regulatory framework that expedites product approvals across the continent, writes Quilter Cheviot's Amish Patel.

Inflation-linked bonds have been out of favour for the past three years as global developed market headline inflation rates and inflation expectations have fallen in the face of tepid economic demand and weak oil and commodity prices.

US oil producers' prospects appear to have been dented by the collapse in the oil price that began two years ago. Unlike many countries in the oil producing world, the US has not had a National Oil Company (NOC) to ensure production can be financed and...

Brexit has reversed the traditional perception of risk. Asian equities used to be considered a risky asset class compared with UK and EU equities. With heightened political and economic uncertainty in Europe, Asian equities now look like a safer option....

After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...

In the run-up to the UK's Brexit referendum vote, it was clear the outcome could go either way, thereby affecting the prospects of individual companies differently within the German equity market. The UK-German trade corridor is well established and very...

With all three rating agencies lowering growth expectations for the domestic economy following the referendum result last month, the attractions of investing for long-term growth in the technology related sectors has again been highlighted in our view....

The election of President Mauricio Macri, in December 2015 brought an end to more than 70 years of Peronist rule in Argentina and has heralded an era of significant political change.

Bond defaults at all-time lows