fund manager views

There are three main actors driving the irrational behaviour we so often see in equity markets; company management, analysts and investors. Each group can fall into bias, but the circumstances and the types of biases are different.

High yield has caught everyone by surprise this year in two respects.

Johan Utterman, manager of the Lombard Odier Golden Age fund, outlines the problem of aging populations and highlights a number of stocks investors can buy to access the theme.

Dividing Europe in to 'core' and 'peripheral' markets is an old debate, and now it makes more sense to distinguish between growth and no growth markets, explains Johan Jooste, UK chief investment officer at Julius Baer.

Substantial risks do remain in the US market, but steer clear of cyclical sectors and it should be plain sailing, argues Carmignac Gestion's Sandra Crowl.

Miserly performance is on the cards for giant bond funds - but Tesco bonds and index-linked gilts stand out, says Charles Stanley investment manager Kris Barclay.

Brunner Investment trust's Jeremy Thomas gives a run-down of his favourite high yielding stocks from across the globe, including Switzerland, Australia and the US.

Many managers are expecting a correction in the UK market. But with prices at current levels, market rotations could continue without much change in the overall level of the All-Share, argues Premier Asset Management's Chris White.

Threadneedle global emerging market manager Irina Miklavchich explains why she has topped up holdings in Asian tech companies, and is closely watching the trouble brewing in China's real estate sector.

Regulations forcing companies to improve energy efficiency have created a growing customer base for companies selling products that help save energy. Tim Dieppe, partner and fund manager at sustainability specialists WHEB Group explains why he has bought...