fund manager views
Emerging markets
China's 'new economy', focused on consumer demand and the service sectors, is accelerating.
04 February 2016
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2 min read
Specialist
The FTSE ET 100 returned 5% versus the MSCI All Countries World index, which advanced 3.3%, in 2015 rounding off what was a successful year for environment markets.
04 February 2016
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2 min read
Asia
If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.
04 February 2016
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2 min read
Asia
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
04 February 2016
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2 min read
UK
UK indices have been caught in the eye of the storm and are down more than 8% since the start of the year at the time of writing.
04 February 2016
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2 min read
UK
The resources sector presents a real conundrum for investors, especially those orientated towards income, says Miton's Eric Moore.
29 January 2016
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2 min read
US
The US Federal Reserve's decision to raise interest rates at the end of 2015 marks a new phase for markets in the post-2008 recovery,writes Mark Harris, head of multi asset at City Financial.
29 January 2016
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2 min read
Emerging markets
While the Chinese economy is undergoing a structural slowdown, it would be incorrect to translate this into an assumption for an imminent 'hard landing' given that policy makers still have significant flexibility to support growth.
29 January 2016
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2 min read
