Fund Manager Views
Liontrust's Milburn: Why I think gilts are a 'toxic investment'
Not a 'risk-free' asset
Three global value stocks that are 'significantly undervalued'
It has been well documented how momentum and growth investing have outperformed value as an investment style for most of the past decade.
Is there resilience in EM debt markets?
Trade disputes, dollar strength and extensive currency depreciation in Argentina and Turkey (both with large current account deficits) have weighed on emerging market (EM) sentiment in recent months.
'Bad' Brexit is major risk for Europe
We meet management teams from companies across Europe and they continue to report a positive trading environment.
The US has 'far less' to lose by embarking on trade war with China
The North American Free Trade Agreement (NAFTA) governs the trading relationship between the US, Canada and Mexico.
The standout stock in the struggling UK retail sector
Potential to be a growth stock
SVM's Hugh Cuthbert on Europe's 'peculiar set of uncertainties'
US in 'tightening' mode
Allianz's CIO Macdonald: As rates normalise so should volatility
Global equity markets are closing in on the tenth anniversary of the global financial crisis.
Tilney's CIO Godding: Stay long US equities despite trade war 'rhetoric'
Inflationary pressures in Europe
Why the impact of reducing cross-shareholdings in Japan 'should not be underestimated'
How important are shareholders to a business? Normally, very important.
Looking past the 'negative rhetoric' on UK equities
In recent months, investors have reacted to a perceived bout of increased uncertainty in global markets as the short-term mood has shifted from one of championing synchronised global growth and reflation to one more of nervousness around emerging markets...
How gaming is boosting the UK stockmarket
Rise of mobile games
Will curve steepening hit stock valuations?
Fed cutting down on bond purchases
M&G's Rhodes on finding his best ideas in cyclical stocks
Offer meaningful upside
TEMIT's Chetan Sehgal on improving corporate governance in emerging markets
An 'ongoing reform effort' in China
PIMCO CIO Ivascyn on why they are taking a 'cautious and defensive' approach
Planning for radical changes in coming years
Alternative options for 'growth-loving' UK income investors
It has been a turbulent few years for UK income investors.
Ardevora's Lang: How to cope with trade war anxieties
In client meetings, it is usual to be asked about what we are worried about.
Can there be any way back for Japan?
Everyone likes low prices, but if I said to you the level of Japanese consumer prices are now at the same level as way back in October 1998, then correctly you would conclude something is not quite right.
Franklin Templeton's Morton: Things are not as bad as they seem for UK equities
The UK macro landscape is anything but settled. As Brexit D-Day fast approaches and signs of any tangible progress yet to materialise, markets are gearing up for a prolonged period of uncertainty and confusion.
Why 'a sense of humility' is the best approach at this stage of the cycle
Geopolitical tensions rear their head in a meaningful way at least once a year, as a number of concerns join forces to generate headlines.
What aspect of QE will have the biggest impact on markets?
European credit markets were hit this year by the rise in global trade tensions, a sudden spark in equity volatility and further political risks in Europe, mainly Italy.
What will the 'ripples' be from US-China trade wars?
The US administration appears to be targeting export-oriented entities out of China.
What happens when the yield curve inverts?
We expect the Federal Reserve to maintain its gradual tightening as the US economy extends its growth phase, with short-term rates likely to rise at least three more times to reach 2.5% by next year.
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