Fund Manager Views
The growing divergence between US commercial property sectors
Improving fundamentals
Canada Life's Arnaud: New paradigm in bond markets unsustainable
Unconventional monetary policy
The 'intriguing value case' for UK equities
Investors discounting fears of slowdown
What Italian political turmoil means for fixed income
We had a glimpse of the potential market implications of a more eurosceptic Italian government in recent weeks.
The Return of 'The Italian Question'
2018 has seen another spring dominated by political manoeuvrings, in particular the return of 'The Italian Question'.
US healthcare market is too focused on the new drugs taking market share
US healthcare system largest in the world
Reasons to be (cautiously) optimistic on emerging market equities
We are cautiously optimistic about emerging market (EM) equities this year. Valuations are reasonable and risks look to be largely contained.
The biggest monetary experiment in history is coming to an end
Monetary policy killed the market-based economy
The huge opportunities and equally large risks in cryptocurrencies
Cryptocurrencies, specifically Bitcoin, have been a hot topic among the retail and professional investment community in the US.
Invesco's Barnett: The UK High Street is not dead
Next withstanding pressure
ASI's McCoy on the perceived risk factor of Britain's plc
The increase of M&A activity in the UK year to date is dramatic with take-outs announced across the market by size in a variety of sectors.
Charteris CIO: Bond investors are ill-prepared
Outlook for fixed income investors is grim
Many Asian companies still exhibit 'structural growth'
Last year, we concluded it was probable markets would have a last hurrah and that maybe even Asian equities would catch a bid.
The mixed picture for global equities in H2 2018
Global equities have delivered ample volatility, but very little return for investors so far this year.
Investors should be mindful of chasing themes in Europe
We remain bullish on Europe - not because of the macro position, which so many use as the driving force, but because of the stockpicking process we carry out.
How the US is realigning economic incentives in its favour
Introduction of metal tariffs
The changing balance in the UK media industry
The UK TMT sector, and its remarkable bull run, has been a top performer for investors due in large part to the growth and dominance of mega-cap technology stocks.
Hermes' Lundie on the drivers for renewable energy demand
Challenging operating environment
How 'tiger economies' are causing assets to shift eastwards
Opportunities in developing Asia
What a strengthening yen means for Japanese equities
Stronger yen will translate into larger current account surplus
Candriam's Deltcheva on the outlook for emerging market debt
The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.
2017: The year all planets aligned
Is the best behind us?
Manulife's Sandy Sanders on the sectors that will lead the US
Tax cuts boosting earnings
Architas's Nevins on the opportunities and challenges for global portfolios
European leveraged loans attractive
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