fund manager views

Asia

The structural rise of Asian consumerism

Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.

clock 10 August 2015 • 2 min read

Markets

A boom in M&A, European banks and Asian tech

clock 06 August 2015 • 8 min read

Global

UK divi focus, diverging values in Asia and bond market fears

clock 31 July 2015 • 15 min read

Markets

Asia's maturing debt market, cheap Japan and the global equity rally

clock 09 July 2015 • 16 min read

Markets

A strong US economy, share buy backs and slowing global growth

clock 03 July 2015 • 16 min read

Investment

FTSE tech boost, innovation lacking in Europe and crossroads for Japanese reforms

clock 29 June 2015 • 16 min read

Investment

Boom time for UK IPOs, African infrastructure, and rising gilt yields

clock 22 June 2015 • 17 min read

Investment

Shifting expectations in US, the Chinese bull run, and bond market volatility

clock 12 June 2015 • 16 min read

Bonds

Bond bubble: One huge bang or a series of mini-pops?

Cazenove Capital CIO Richard Jeffrey examines the scenarios with the greatest 'potential to sting' fixed income investors.

clock 12 June 2015 •

Managed funds

A new political backdrop for the UK, Europe's Greek pain and distorted equity markets

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

clock 01 June 2015 • 16 min read
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