fund manager views

With the help of the dividend component in the total return equation, US markets posted their eighth consecutive positive return in 2015, making this bull market which started with the quantitative easing of 2009 go uninterrupted, despite the intra-year...

Following the long awaited interest rate rise in the US last month, the Federal Reserve might be under less pressure to raise rates over the coming months.

Julian Mayo, co-CIO of Charlemagne Capital (UK), discusses the outlook for Malaysia following his recent visit.

The past four years has seen analysts forecasting double digit earnings growth for Europe then gradually revising these expectations to zero (or negative) each year.

Tineke Frikkee, manager of the Smith & Williamson UK Equity Income fund, says careful stock selection will be even more important in 2016.

Investors searching for sustainable and structural growth opportunities can still find a more attractive combination of earnings growth and value outside the FTSE 100, according to Fraser Mackersie is manager of the Unicorn UK Growth fund.

With growth low but erratic and inflation well below the Bank of Japan's target rate of 2%, the achievements of Abenomics are looking distinctly limited.

2016 could turn out to be an interesting year for equities but investors will need patience, commitment and steady nerves in large doses, according to Charles L. Heenan, investment director at Kennox.

Mark Robinson, chief investment officer of Bordier (UK), explains why despite the slowdown in China, the backdrop still looks reasonably favourable for many countries.

In this month's video, Fidelity Solutions investment director Sean Molony talks to managers Kevin O'Nolan and Nick Peters about the latest market developments.