fund manager views

Trump and Clinton fight for presidency

Few opportunities in electricity sector

Many investors continue to overlook the risks associated with developed market bonds at the expense of potential opportunities in emerging markets, according to Robert Simpson, portfolio manager, fixed income at Insight Investment, part of BNY Mellon....

Triggered by the European Central Bank's (ECB) Asset Quality Review in November 2014, credit growth across Europe has continued to improve, albeit with ongoing support from the bank, writes PineBrdige's Hani Redha.

In these testing times for the global economy, investors are looking for reassurance their dividends can, at the very least, be maintained, writes portfolio manager Mark Whitehead of the Securities Trust of Scotland (STS).

Japan is out of favour, especially with foreign investors, and the market has sold down amid rising global macroeconomic concerns and volatility in returns. In particular, investors have shunned stocks where earnings are perceived to be cyclical or volatile...

A lot of column inches have been devoted to the various scenarios post the EU referendum result. There is a convincing case to be made that there are three possible outcomes this week, two of which are positive for markets generally.

The prevailing macroeconomic and thematic backdrop means UK investors are confronted by some difficult choices currently. In this environment, it seems that buying the market is simply not an option.

Electric vehicles (EVs) are on the cusp of a wave of adoption in China following the government's new electric vehicle volume target as it attempts to battle air pollution, writes HyungJin Lee, manager of Baring Eastern trustn.

The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.