fund manager views

The structural forces of ageing populations, increasing debt levels, the abundance of capital and competition, and a move to protectionism by many countries creates a backdrop of low growth.

History shows oil prices bottom when the market starts to rebalance and when oil inventories stop growing; but when will this happen?

The outlook for the UK economy and equity markets is difficult to fathom. There are plenty of rays of sunshine, but also some ominous-looking clouds, writes Rathbones' Julian Chillingworth.

Secular tailwinds helping sectors such as air travel

'Herd-like' focus on the short-term

Global credit markets under strain

For income investors, a theme in 2015 was the number of dividend cuts among large- and mid-cap companies, writes Royal London Asset Management's Martin Cholwill.

Growth in derivative-based defined return investments

The US high yield market spread, measured by the option-adjusted spread on the Bank of America/Merrill Lynch US HY Master II index, has been on a rising trend since the end of 2014. As at the end of January 2016, it sat at around 770 basis points, which...

Back 'pro-active' companies