Fund Manager Views
Orbis's Lynn: The contrarian bond view earning a 16% yield
Most investors shunning energy companies due to oil price volatility
The single most-worrying Brexit outcome for UK stockmarkets
The UK market is a fantastic contrarian investment for those investors able to take a longer-term approach to their portfolio.
Japan: Is all the bad news now priced in?
Japanese stocks have more than doubled their returns since December 2012, on the back of Abenomics, but many investors are still not convinced of the sustainability of the rally.
Liontrust's Husselbee on 'the three Rs'
Markets continue to climb the proverbial wall of worry and the S&P 500 index was back into record-setting mode in April.
The key questions for investors in an uncertain world
Today we are seeing change in the political environment, investor priorities and market landscape at a faster pace than ever before.
Finding pockets of growth in UK markets
The UK economy continues to grow. However, ongoing wrangling over our exit from Europe and broader domestic political uncertainty has seen growth expectations reduced to a rather uninspiring 1.2% in 2019, according to official forecasters.
Hermes' Greenberg on his top GEM stocks
The rhetoric over the US-China trade war has again increased, triggering the biggest fall in US stock prices since January.
Navigating the 'significant valuation dislocation' in Japanese equities
Faced with ongoing uncertainty and volatility, global macroeconomic commentators are in two distinct camps: one that observes symptoms of recession and another that observes signs of a global recovery.
The 'powerful factor' set to drive emerging market debt gains
As we enter Q2, we see particular value in the hard currency and frontier market spaces within emerging market debt (EMD).
Investing amid ongoing global economic concerns
Having spoken to numerous market participants, we discern a number of areas of current concern.
Does the Fed need to become more dovish?
Financial markets became scared at the end of last year that the US Federal Reserve's monetary tightening could precipitate the country's economy into recession.
Looking for alternative sources for income in the UK
Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.
The 'icing on the cake' in Japan
Japanese equities have been routinely shunned by global allocators for decades.
Man GLG's Scott on the outlook for credit
As we approach late cycle, global markets are characterised by low growth and falling inflation.
Where are the opportunities after a 'difficult year' for Japanese equities?
Last year was challenging for Japanese equities.
Why debt is the 'opioid crisis' of the global economy
Debt has become the opioid crisis of the global economy.
How are investors satisfying their need for yield?
Bond investors spent most of last year transitioning towards a more fundamentally driven approach to selecting assets.
What is driving volatility in European markets?
There is something strange going on in Europe according to some commentators - the market has rallied aggressively post the trade war-induced sell-off in the fourth quarter of 2018.
Why US investors should look at the laggards in their portfolios
US stocks had a turbulent last quarter in 2018 and have been somewhat volatile since the start of this year.
The misconception of UK small caps
We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.
Tapping into the superior business models of disruptors
While we are stock-pickers, we do not ignore the business cycle; analysing it helps us determine when to allocate capital to certain companies.
BMO GAM's Balmer: Now is not the time to take heroic calls on large equity holdings
Last month the US yield curve inverted, with the yield on 10-year Treasury bonds dipping beneath the yield on 3-month Treasury bills.
How central banks have 'compromised' the yield curve's predictive power
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
Why bother to invest in UK equities?
A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.
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