fund manager views

Robin Hepworth, chief investment officer at Ecclesiastical Investment Management, explains why investors need to realise their is more to Asia than China

Emerging market countries are home to some of the most rapidly innovating tech companies, which will become serious challengers to global tech giants when they start exporting their services, says Tom Record, co-manager of the Majedie Global Equity and...

With over €1trn of euro area debt maturing in one year paying a negative yield, Thomas Samson, portfolio manager at Muzinich & Co, analyses the options for bonds investors in Europe

There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management

Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund

US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

Dan Nickols manager of the Old Mutual UK Smaller Companies fund, asks if UK smaller companies should realistically be trading at a discount to their large cap peers

Choosing stocks with reliable growth and yield and not too much risk is becoming harder for managers, explains Ciaran Mallon, fund manager at Invesco Perpetual

Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, says the conventional approach to bond investment can act against the interests of investors. Is it time for a new approach?