fund manager views

China has risen fast and accomplished much in 70 years of the People's Republic, but nothing rises smoothly.

Global manufacturing continues to contract as trade falters. The Trump administration’s attempts to overhaul trade agreements are cooling sentiment and raising global uncertainty.

An adage of equity investing during a US presidential election cycle is 'avoid healthcare'.

The European real estate investable universe is large, totalling some €2.5trn.

What do you do when one of the world’s oldest, highest quality markets is treated like a developing one?

Macroeconomic factors in Asia including the US-China trade war, Hong Kong’s political unrest and India tackling an economic slowdown, are likely to remain impediments to growth in 2020.

Most fixed income has performed well in 2019 aided by the change in outlook from many central banks around the world and the gross redemption yield (GRY) on many bonds have fallen to very low or negative levels.

As the trade war rumbles on, presidents Donald Trump and Xi Jinping need to agree on a trade deal, as both economies are weakening.

There has always been a demand for income, but in the past decade, the hunt for yield has become more challenging due to the ultra-low interest rate environment.

It is widely discussed that the UK equity market is cheap and recent foreign takeovers suggest there is value at home.