fund manager views

UK defensives have been en vogue, but are cyclical stocks - bashed by sterling strength and de-ratings - even worth a look? SVM's Neil Veitch reports.

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

The eurozone is on the edge. But why would any investor bet against the ECB, and its fervent efforts to revive Europe? Amundi's Olivier Baduel explains.

After decades of superb growth and dividend payouts, the supermarkets have encountered an epic adversary. Is it curtains for income investors? Or are there alternatives to battered banks, insurers and oil companies? Walker Crips' Chris Kitchenham explores....

The tide has turned against mid caps as tourists have retreated and investors head to mega caps for yield. But with lower prospects for growth among FTSE 100 stocks, should investors be favouring mid caps again? Ecclesiastical's Andrew Jackson investigates....

The equity bull run is getting long in the tooth and managers are being complacent about the rising risks, argues Stephen Lamacraft from Woodford Investment Management.

Credit risk seems to have taken a back seat recently, with even Lufthansa's junk-rated bond being massively oversubscribed. Using a metric like the Moody's Analytics expected default frequency measure could help passive allocators manage credit risk,...

A string of fines and legal costs has obscured banks' true earning power in recent years. Moreover, banks are now run by prudent risk managers, argues Tony Coniaris from Harris Associates.

The recent sell-off in high yield means opportunities in the 'rising stars', housing, and building materials sectors, explains PIMCO's deputy CIO Mark Kiesel.