fund manager views
Global
We bond investors are often characterised as a gloomy bunch, fretting over inflation and keeping an anxious eye on central banks. That is, of course, a gross simplification, James Foster, co-manager of the Artemis Monthly Distribution fund.
25 February 2016
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2 min read
Emerging markets
The jury is out on emerging markets right now, and investor sentiment is as volatile as the countries and regions themselves argues Spike Hughes, CEO of Cohesion Investments
22 February 2016
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2 min read
UK
The UK may have one of the highest dividend yields globally with the spread above bonds near record highs, but Blake Hutchins, portfolio manager on the Investec UK Quality Equity Income fund, asks if this could soon be under threat.
22 February 2016
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2 min read
UK
The FTSE All-Share index is off some 18% from its high in April 2015 at the time of writing, yet having called the top of the market successfully the key question to answer is when do we want to start to invest our high levels of cash?
22 February 2016
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2 min read
Europe
Russia is undoubtedly under huge economic pressure as a result of low oil prices and economic sanctions.
22 February 2016
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2 min read
Asia
A unique aspect of China's financial system has been the rapid accumulation of bank deposits over the last decade, but what is the sector's future?
19 February 2016
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2 min read
Specialist
The biotechnology sector has been hit particularly hard by the risk-averse sentiment sweeping through global stock markets and after reaching a high in July 2015, the Nasdaq Biotechnology index shed about one-third of its value.
19 February 2016
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2 min read
Specialist
If you buy the 30-year inflation protected gilt today and hold it to maturity you are guaranteed to lose 24% of your real capital. Where should you put your money instead?
19 February 2016
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2 min read
