fund manager views

The weaker yen is proving a drag on consumer incomes, and the real, structural change that will help Japan recovery is yet to be seen. Internationally-diversified market leaders will be the best way to play the market, explains Aberdeen Asset Management's...

Fresh back from a trip to Asia, Mirabaud Asset Management's Daniel Tubbs takes a look at the political and macroeconomic positions of 'the Switzerland of Asia' - Singapore - and Thailand.

All boats rose with the tide in the recent frontier market rally. But for more discerning investors, Nigerian banks, Saudi Arabian healthcare and the Pakistani stock market all stand out as innovative ways to play the next market leg-up. Duet manager...

This week Japan's prime minister Shinzo Abe returned with a ‘third arrow' plan for structural reform. Wether his plans succeed remains to be seen but other factors mean sustained recovery is on the cards for Japan, says Andrew Rose, manager of the Schroder...

The biotech sector has stumbled in recent months as investors have moved to take profits on the industry's boom. Daniel Koller, manager of the BB Biotech fund, outlines the new breed of drugs set to push the sector higher.

There has been scant reward for investing in US airlines in the past, but a new focus on shareholder returns means airline stocks could soar, explains UBP investment specialist Cédric Le Berre.

In 2013, US stock prices ascended faster than underlying earnings. With corporate earnings growth ranging in the low to mid-single digits and most broad-based stock indices up over 30%, the bulk of the year's gains came from an expansion in the price...

The hunt for active return is still on and with more realistic pricing, hedge funds could be the answer, argues Neuberger Berman's Fred Ingham.

Tapping Asia and Latin America for emerging growth is increasingly becoming a crowded trade, and Africa is offering even better long-term opportunities, explains Nick Price, manager of the Fidelity Emerging Markets fund.

Is the pullback in mid-cap equities a sign the UK recovery is starting to flatline? Andrew Kelly, partner and investment manager at Cartesian Capital Partners explores the outlook for the UK.