fund manager views

From both issuers and investors

Aggressive quantitative easing announced by the ECB in March, including a plan to purchase euro-denominated corporate bonds, coupled with a relatively dovish Federal Reserve, weakened the dollar and ignited an oil and commodity price rally that has undoubtedly...

Niche capabilities make small caps attractive

Investors have become concerned about the Australian banks in the last year, with the sector down 25% since its peak in March 2016. This is a significant sector, comprising 7% of Asia's total market capitalisation, and is systemically important to the...

Plenty of opportunities

Improving corporate governance

Equities have continued to perform well in recent weeks, with emerging markets and commodity sectors leading the way, as oil and basic materials have continued to rally, writes Gareth Lewis, CIO of Tilney Bestinvest.

Concerns over slowing global economic growth have contributed to weakness and volatility in equity markets worldwide in recent months. In addition, the uncertainty surrounding the outcome of the European referendum continues to have a negative impact...

Who is afraid of Donald Trump? Or, for that matter, Hillary Clinton? Not the US stockmarket, it seems.

The looming vote on the UK's continued membership of the European Union is weighing heavily on many investors' minds. One of the main by-products has been increased volatility in share prices.