fund manager views

Stock markets' positive reaction to the European Central Bank's quantitative easing programme proves that UK investors are not being swayed by headwinds facing the country, says Alan Custis, manager of the Lazard UK Omega fund

Raoul Luttik, lead portfolio manager, EMD local currency strategy at Neuberger Berman, explains why frontier market bonds may be a better bet than emerging markets this year

History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios

While the auto sector has been declining for a number of years, car suppliers are beginning to benefit from global consolidation, says Nicolas Walewski, manager of Alken Asset Management's European Opportunities and Absolute Return Europe funds

UK investors may be unsure about the impending general election, but events elsewhere could provide a boost to the economy in the coming months, explains John Redwood, chairman of the investment committee at Charles Stanley Pan Asset.

Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

As the US continues on its upward growth curve, it is natural to question how much value is left in US equities, says John Arege, managing director, US equity, at Goldman Sachs Asset Management

Stacey Ash, investment manager at iFunds Asset Management, analyses the sectors which have seen a turnaround in fortunes in recent months

Nearly all countries are spending less on their defences but Victoria Leggett, portfolio manager, European equities at Union Bancaire Privée, argues recent threats mean not increasing Europe's defence spend is no longer an option for the region