fund manager views

Investors in the UK are beginning to realise they cannot ride the wave of optimism brought by the arrival of a Conservative majority government forever.

After years of pegging its currency to the dollar, China has taken the unexpected step of allowing its currency to depreciate. It is unclear exactly how much the renminbi will be allowed to fall, but there have been tangible consequences on global investments...

From a structural perspective, Europe does not look appealing

How long will growth burst last?

Despite sluggish world growth, supply dynamics suggest a recovery could be on the cards

Conventional bond funds will struggle to replicate returns seen in the past

New reforms by PM not favoured by all

It is widely known as a safe haven, but gold bullion is a relatively small market with the above ground value of gold estimated at around $7trn.

Despite concerns in Greece, David Lambert, senior portfolio manager - European equities at RBC Global Asset Management, says key macro data from European companies has remained resilient

Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates