fund manager views

UK

Could it be 2020 before the UK sees interest rates rise beyond 0.5%?

Focus on high-quality companies

clock 01 July 2016 • 2 min read

US

Why a lift in US rates is still possible this year

Economy is rebounding

clock 01 July 2016 • 2 min read

Asia

Could a strong yen and unstable markets facilitate a new era of Japanese M&A?

Global makets 'riddled' with uncertainty

clock 01 July 2016 • 2 min read

Specialist

From drones to nanobots: Investing in the robotic revolution that is already here

The long-promised robotics revolution has arrived. True, it is not quite what people imagined only a few decades ago. The humanoid automata beloved by science fiction are still at best fringe novelties.

clock 01 July 2016 • 2 min read

UK

Overseas-earning FTSE large caps set to benefit from the 'Great British Break-off'

Departure surprised market

clock 01 July 2016 • 2 min read

Europe

How are European retailers faring in face of market uncertainty?

Weak Q1 sales

clock 01 July 2016 • 2 min read

UK

Kamikaze voters leave opportunity in airlines

Long-term growth potential is key

clock 30 June 2016 • 3 min read

Emerging markets

Are global multinationals' local subsidiaries the best way to access frontier markets?

Provide "genuine diversification" for investors

clock 27 June 2016 • 2 min read

UK

Time to focus on the non-traditional hunting grounds in UK equities

Dividend cuts have been a prominent story for the UK equity income sector over the past 12 months, albeit from fairly high levels in some instances.

clock 27 June 2016 • 2 min read

Multi-asset

If corporate profitability remains under pressure, should investors expect a recession?

The crisis period from 11 February to just before the result of the EU referendum had stemmed from a vicious circle of contracting global liquidity (itself caused by a stronger US dollar and reduced monetary stimulus) and deteriorating global growth,...

clock 27 June 2016 • 2 min read
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