fund manager views

Dividend growth will continue to disappoint the market unless some 'financial alchemy' comes in to play, explains Charles Luke from the Murray Income trust.

India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.

Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.

In the week that Tesco admitted it had over-stated its first half results by £250mn, Invesco Perpetual's Mark Barnett warns investors should be especially vigilant over visibility of earnings.

Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.

When a sector slumps in the stock market, investors look to analysts and forecasters for clarity. But the real insiders are the company management teams. Eugene O'Neill explains what mid-cap leaders have been telling the market.

Steam came out of US technology stocks earlier this year, as investors pricked at what may have been a bubble. FOURPOINTS' Benoît Flamant analyses the sector's prospects five months on.

In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.

The provision of supportive monetary conditions has fuelled a value rally, but now there are signs that higher quality companies with long-term secular growth potential are back in favour.

Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.