fund manager views

A confluence of economic data releases and central bank policy announcements towards the end of 2015 buffeted investors and raised questions about the global growth outlook.

Martin Walker, fund manager at Invesco Perpetual, explores the attractive valuation opportunities in the oil and banking sectors.

Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.

Economy forecast to reach $6bn

Disconnect between stock markets and equity returns

Increasing signs of stress have been creeping into credit markets says Matthew Dickens, senior research analyst at Ingenious Asset Management.

Being at the heart of today's smartphone and data usage explosion, it is hard to see how an investment in a European incumbent telecoms company could possibly have gone wrong in the past decade or so.

In a market laced with uncertainty and doubt, investors have more than turkey to chew on during the traditional festive period, and the mulled wine offers a welcome tonic after a year of anaemic growth and dashed expectations.

Allianz GI's Matthew Hall explains why despite positive sentiment, the outlook is not completely sunny for the UK economy.

The biggest issue looming over the horizon as we head into the New Year might be an impending shift in the relative valuation of the dollar, according to Pictet AM's Andrew Cole.