fund manager views

Inflation is Europe has become worryingly low, and the situation is reminiscent of Japan in the 1990s. Rathbones' Mona Shah explores whether the ECB's actions will be enough to prevent a downward spiral.

Vietnam and Romania are prime candidates for an upgrade to the coveted emerging market status, and could soon follow in the footsteps of the UAE. Charlemagne's Bokor-Ingram explains why.

The feeble French economy is causing pain for Europe's leading industrials, explains Richard Scrope from Oriel Asset Management.

Contrary to the concerns of some investors, US equities are not overvalued, says Hector Kilpatrick, from Cornelian Asset Management

There have been "stark changes" to investor behaviour recently, but beware over-confidence in the UK economy as tailwinds could soon turn to headwinds, warns Franklin Templeton's Colin Morton.

Investments in the healthcare sector have been on an upward climb in the last decade - but shares in drug companies are not the only way to play the sector. Kenneth Mackenzie from Target Advisers explains why the fundamentals for residential care stack...

Yields on blue chip equities are "staggering" and HSBC is glaringly good value, says Chris White from Premier Asset Management.

High yield investors are not being adequately compensated for liquidity risk, argues David Vickers from Russell Investments.

Year-on-year aggregate dividend growth from UK companies slowed to a sluggish 1.2% in the second quarter, according to Capita Asset Services.

Inflows to European loans have never been stronger, but some investors have been deterred by loose credit standards and terms skewed in the issuer's favour. Lyxor Asset Management UK's Thierry de Vergnes investigates the pros and cons.