fund manager views

Gap in GDP growth between India and Brazil increases

Eurozone equities have had a bad start to 2016, underperforming their global peers. The combination of a steep sell-off in global risk assets and a strong euro were to blame.

Lack of individual company growth

Steel has been a prominent fixture in the news in recent weeks but for all the wrong reasons, writes Canada Life Investment's Duncan Mackay.

Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.

Need to prevent another 'taper tantrum'

EM duration offering attractive risk/returns

The long-term, secular trends that have fuelled Asia's rapid growth over the last decade are well known, yet one trend - the burgeoning Asian middle-class consumer - is a secular force that is still only in its early stages, according to T.Rowe Price's...

Since the collapse of Lehman Brothers in 2008, the developed world has roughly injected an astonishing $12trn trying to stimulate growth.

Two hard years for African equities