fund manager views

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

Top contrarian trades

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

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

Election fever, US house prices and reviving Indian industry

'Smart' cities, QE and income recovery

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

Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike

Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes

The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund