Fund Manager Views
Will the Fed soften its rate hike path?
US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".
IBOSS AM's Metcalfe: We expect US economic data to weaken sooner than many expect
Over the past few months, we have become more positive on US Treasuries.
The two sectors in Japan with the potential to add 'differentiated value'
The Japanese equity market will resume its ascent, buoyed by favourable political conditions, strong and evolving corporate reforms and continued monetary easing by the Bank of Japan (BoJ).
Why 2018 has 'fallen short' of growth expectations
During 2017, investors enjoyed several positive surprises.
UBS AM's Magill details 25 years of value investing
Equity markets have seen a setback over the past couple of weeks, led by the US, and this has also hit the UK equity market.
Looking beyond political uncertainty in UK equities
Much has been written about the uncertainties hanging over UK equities, with some investors even labelling the UK as 'uninvestable'.
Why investors need to look through Japan's macro deterrents
Unloved for a generation, Japan's equity markets are coming back into favour - and for good reason.
Urbanisation and rising incomes further drive Asian consumption trend
The consumer markets of China, India and Indonesia have grown at year-on-year rates of 5.9% to 9.5%.
Robeco's Neele on the current European consumer trends
Europe is full of secular growth trends including digitalisation, faster growth in emerging markets, consumer loyalty to premium brands and increased health awareness.
Why historical RMBS defaults rates are among the lowest in fixed income
September's disastrous Salzburg summit brought the risk of a 'no-deal' Brexit into sharper relief.
Do the upcoming US mid-terms present an opportunity for US defence stocks?
This has been the longest bull market on record. This late in the business cycle, we believe it is worth focusing in particular on the merits of investing in US defence stocks.
US v UK utilities: Which are better value?
Over the past quarter, infrastructure globally has endured some highs and lows, with the US, in particular, surging ahead and buoyed by strong economic growth while Europe has faced a series of challenges.
Why the bull market still has further to run
After an unusually calm 2017, we have seen volatility return to equities across the globe, with many markets seeing growth moderate.
The firms that will thrive as Brexit unfolds
UK markets have become increasingly volatile, as the prospect of a no-deal Brexit looms ever larger.
'The biggest contrarian trade': Should investors continue to shun banks?
Let us be clear: banks remain a big contrarian trade for European investors, even more so than autos.
M&G's Calich adds to 'appealing' Chinese corporate bond exposure
US interest rate rises, international trade tensions and local currency volatility have remained key concerns in emerging markets (EM).
The opportunities in the Polish bond market
European investors are welcoming the new season after an intense summer that saw the bond market on the verge of collapse with the news of a developing crisis in emerging markets (EM), and an intensifying trade war between the US and some of its largest...
Which factors could prompt a resurgence in EMD inflows?
After very strong returns in 2016 and 2017, emerging market debt (EMD) has underperformed this year amid intensifying concerns around trade protectionism, bear-flattening of the US Treasury yield curve, a strengthening US dollar and idiosyncratic issues...
What are the right questions to ask management teams?
The beauty of the US small- to mid-cap (SMID) space, which ranges from budding IPOs to more well-established firms, is many companies are still under the radar.
The pre-Christmas opportunities in the UK gaming space
Video game development has a long and storied history in the UK.
RWC's Lance: Are mistakes made before GFC being repeated in UK equity income sector?
One of the reasons income investing has done so well in the long run is that it is a form of value investing.
Carmignac's Saint-Georges: A reversal of US fortunes could be 'brutal' for investors
The US stockmarket, riding high on the Donald Trump administration's expansionary fiscal policy, is now in the longest bull run in history, surpassing the previous record that was set between October 1990 and the bursting of the tech bubble in March 2000....
BMO GAM's Prior: Volatility is nothing to fear
"Bonds are boring," so the adage goes. This statement has never been less true when we look at markets today.
What could prompt a risk-off environment?
The US Treasury market has traded within its narrowest range for 40 years.
Most read
