fund manager views

Cyclical opportunities

Q1 slowdown

Beleaguered income investors have had to contend with falling profits and dividend cuts so far this year.

Strong fundamentals in Cisco and Microsoft

It has been three years since Prime Minister Shinzo Abe took office and Bank of Japan governor Haruhiko Kuroda launched his aggressive and unconventional monetary policy, characterised by the central bank's enormous balance sheet expansion.

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...

UK equities maintained their strong run from the end of February right through to March as the more dovish tone from the US Federal Reserve and the grind higher in commodity prices continued to drag the market upwards.

Convertible bonds (CBs) are most effective at delivering you closer to your asset mix 'sweet spot' than you would be by guessing your equity/bond allocations, writes NN Investment Partners' Tarek Saber.

Consumer confidence improving

Small and mid-cap companies looking attractive