fund manager views
Europe
In Greek mythology, Sisyphus was punished by being forced to roll an immense boulder up a hill, only to watch it roll back down. Europe's equity investors must know how he feels.
16 February 2016
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2 min read
Bonds
While developed market government yields may be at near record lows, volatility is not. We feel there is little compensation for that volatility - last summer's back-up in yields being a good example of the risk of playing the 'low for longer' game.
16 February 2016
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2 min read
Multi-asset
Since the start of the year, the market has become exceptionally troubled by the price of oil. Although a falling oil price has historically been seen as a good thing, the severity of the decline has left many wondering about the possible repercussions....
16 February 2016
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2 min read
US
Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.
16 February 2016
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2 min read
UK
Julie Dean, fund manager at Sanditon Asset Management, takes a closer look at the performance of the banking sector in 2016.
15 February 2016
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2 min read
Global
A so called 'dash for trash' could see investors that are focus on 'quality income' in US markets underperform in the coming months, according to Stephen Thornber, fund manager at Columbia Threadneedle.
12 February 2016
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2 min read
US
Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
08 February 2016
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2 min read
Commodities
Simon Gergel, manager of the Merchants investment trust, forecasts a much tighter oil market this year and beyond, with a return to higher prices at some point.
05 February 2016
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2 min read
