fund manager views

Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms

Peter Askew, co-manager of the T. Bailey Growth, Dynamic and Defensive funds, explains why this sector has had a rough time of it lately

Iain Stealey, manager of the JPM Global Bond Opportunities fund, argues that bonds can still do well amid higher volatility

Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.

Eric Moore, manager of the Miton Income fund, looks at how major resources companies are responding to price falls.

Anthony Cross, co-manager of the Liontrust Special Situations fund, argues investors may need to show substantial resolve when picking stocks for the long term.

Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates

For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...

A Greek tragedy and metaphorical fireworks in China have provided rich material for headline writers so far this year. Meanwhile in the UK, the economy is continuing to strengthen and companies are operating in an environment of little or no inflation,...

Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.