fund manager views
US
Americans are an optimistic bunch by nature. However, talk of secular stagnation, declining opportunities and faltering growth have become the topics de jour.
24 April 2016
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2 min read
Emerging markets
Following Brazil's Lower House of Congress vote to impeach President Dilma Rousseff earlier this week, investors have welcomed the possibility of regime change in the country. Here, three managers discuss what effects a change of government could have...
20 April 2016
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4 min read
UK
The UK economy has provided a relatively supportive backdrop for the consumer over the past year, who have benefitted from jobs growth, cheaper oil, and a near-zero inflationary environment.
20 April 2016
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2 min read
Bonds
Globally, approximately $5.5trn of bonds trade with negative yields and nearly one quarter of the world's GDP comes from countries with negative interest rates.
20 April 2016
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2 min read
UK
The pharmaceutical and biotechnology sector has performed well in recent years, primarily by virtue of attractive fundamentals.
20 April 2016
•
2 min read
