Fund Manager Views
The factors helping the renewables industry plan for the future
Commitment from government
Square Mile's Angell: The 'sleeping giant' in bond portfolios
'Eye-watering valuations'
Property vs infrastructure: Where are the opportunities?
Real estate 'superior returns coming to an end'
What are the implications if trading hostilities escalate further?
'Perfect storm of threats'
Invesco's Chesson: My biggest source of uncertainty
Contagion risk with US and China trade war
Why oil services firms are the best play on the oil price
Stronger balance sheets than producers
The 'unhappy combination' challenging US retail
Amid a market that has chopped sideways so far in 2018, the stocks of US retailers have generally performed well, with a number of major name department stores and retailers seeing positive movement to their share price this year.
Epoch's Hebner: There is 'cause for concern'
Quantitative tightening a risk
Brown Shipley's Brandreth: Reasons to remain optimistic about the UK
UK stockmarket under-owned by global investors
Navigating a less 'tranquil' year for US equities
There has been a pick-up in volatility in the US market this year after an abnormally tranquil 2017. Concerns about the end of the cycle are mounting amid rising US interest rates and higher inflation and the end of quantitative easing.
How policy uncertainty is hindering positive developments for bonds
Concern over central bank actions
Is it time to add downside protection to portfolios?
This year has seen the return of market volatility, with the CBOE Volatility Index (VIX, the 'Fear Index') having averaged 16 for the year so far.
Somerset Capital's Lam: The drivers of EM performance
'Prepare to go off the beaten track'
Fidelity's Price: The 'improving picture' for Japanese corporates
Increased share buybacks
The drivers of Russia's economic recovery
While the recent unpredictable geopolitical news flow has created challenges within Russia, it has served to mask a wealth of investment potential.
'Alexa - get me some Doritos': Unleashing the potential of AI
Once the stuff of science fiction, artificial intelligence (AI) is fast becoming part of our day-to-day reality.
Why the SuMi Trust is targeting 'structural change' in stock selection
Global markets have fluctuated since the end of 2017, due to the Federal Reserve's accelerated tightening, trade frictions and European political risks.
How the US is moving beyond Trump's negative headlines
Investment spending has picked up
Rathbones' Stick on the UK companies benefiting from Trump-induced trends
'Aggressive optimism'
Are micro-caps offering the best opportunities in UK stockmarket?
Where will investors find the greatest value on the UK stockmarket today?
What does the normalisation of monetary policy mean for fixed income?
We have reached an inflection point this year where, after several years of extreme liquidity, we are now heading toward monetary policy normalisation.
Psigma's Rory McPherson on the contrarian case for commodities
Investing through futures
Why 'caution' is the watchword in Asia
Many countries did not reflate alongside China
Dan Carter on why he's shunning Japan's consumer proxies
Conundrum for investors
Most read
