fund manager views

Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.

John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.

Carlos Daurignac, a global macro strategist at H20 Asset Management, gives his outlook for the fixed income market for the rest of 2015 and beyond.

Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.

Since the onset of the financial crisis, productivity in the UK has slowed and there are various factors that could be to blame, writes Parmenion Capital Partners' Meera Hearnden.

Toshihiko Takamoto, head of investment and senior portfolio manager of DIAM Singapore, takes a closer look at prospects for India, Malaysia and the Philippines.

When investing for income, it is important to consider companies which can grow profits through a prolonged period of low or zero inflation, according to William Meadon, manager on the JPMorgan Claverhouse investment trust.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

Aviva Investors' head of multi-asset Peter Fitzgerald takes a closer look at the impact of commodity cycles on markets.

While it is true Japan's domestic economy remains stagnant with negative real GDP growth for the second quarter 2015 figures, it is important to look beyond the headlines.