fund manager views
Emerging markets
Falling oil prices have given Turkey's economy a boost, even as the Islamic State conflict edges closer to its borders. Julian Mayo from Charlemagne Capital takes a look at Turkey's fortunes.
27 October 2014
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Investment
The six-year bull market in the US is still viewed with "deep suspicion", despite the wave of supportive factors, says AXA's Dan Harlow.
16 October 2014
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2 min read
Investment
Investors are justified in feeling cautious around technology, media, and telecoms stocks, but the UK also surprising number of opportunities in that sector. Unicorn's Fraser Mackersie explains.
16 October 2014
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1 min read
Europe
The euro's stubborn strength has been blamed for many of the eurozone's woes. Now ECB action has weakened the currency, will the result be all positive? Cornelian's David Appleton investigates.
15 October 2014
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Emerging markets
Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.
15 October 2014
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UK
The credit cycle is in the expansionary phase - typically when companies dabble in a little more financial engineering. Credit risk must return to top priority, argues Matt Eagan from Loomis Sayles.
13 October 2014
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US
Sizzling market returns have given many investors the feeling that US stocks are overvalued. But judge market gains by earnings, and this is just not the case, explains J.P. Morgan's Paul Quinsee.
10 October 2014
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