Fund Manager Views
How central banks have 'compromised' the yield curve's predictive power
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
Why bother to invest in UK equities?
A troubled Brexit with Parliamentary stumbles and deadline extensions, while the original departure date has come and gone.
Merian's Naylor-Leyland on the opportunities in precious metals
Gold and silver investors have faced a relentless headwind of hawkish forward guidance from the US Federal Reserve for around six years.
How 'pervasive uncertainty' is impacting the outlook for European assets
The European Central Bank (ECB) has been much more dovish this year as macroeconomic conditions in the eurozone have quickly deteriorated.
Why Tesla will lose its lead
Investors are often drawn toward the 'next big thing' and the allure of rapid growth that comes along with it.
Why investors should not ignore Japan
Attractive dividend yields
Where are M&G's Bauer's best bond opportunities?
The recent drop of the 10-year German bund yield into negative territory has left many bond investors scratching their heads.
Bond outlook: Markets don't die of old age
Credit fundamentals are stable
Five under-the-radar UK stocks for income
Attractively valued opportunities for investors
What should investors be looking for in European growth data?
Growth in the eurozone is slowing to stall-speed. The most recent raft of indicators point to weak manufacturing activity, with German data at lows last seen in 2009.
The European businesses facing tech disruption
The constant requirements for progressive digitisation are presenting great opportunities for IT-focused businesses.
The European companies exposed to political risk
For years, political risk has been a feature in European markets.
Why gold is playing an increasingly important role in portfolios
The US dollar is close to peaking and the risks now seem to be on the downside.
The bigger picture beyond China's slowdown
Growth could be unimpeded by trade tensions
What does MSCI's increased exposure to China A-shares tell us about the asset class?
MSCI has recently increased the Chinese A-share market's inclusion factor from 5% to 20%.
We are at the end of a 'value-down' cycle
Equity markets had a tough time in 2018. Value stocks were particularly hard hit and the style saw one of the longest periods of underperformance relative to growth in recent years.
Which areas can investors exploit in the US small-cap market?
Since the downturn at the close of 2018, US equities have rebounded with smaller caps up over 16% and outpacing the returns of large caps.
Not all BBB bonds are created equal
The growth of BBB credit since the Global Financial Crisis has received a lot of attention.
When and how will the next rate rise be delivered?
The most significant consideration for all investors in the US is the actions of its Federal Reserve.
Three reasons to be bearish in 2019
At the start of 2019 there were three main reasons to be bearish.
Strong sterling key risk to pharma sector
When it comes to finding growth in the UK, we are positive on the pharmaceuticals sector.
What does a declining population mean for Japan?
The Japanese stockmarket offers opportunities for investing in growth companies that are benefiting from structural changes in business or consumption patterns, or from demographic patterns such as the ageing, declining population.
Why we need to remain vigilant on UK equities
UK equities had a positive start to 2019. While this can be partly viewed as a rebound after 2018's difficult final quarter, what is likely to have been most significant is an extraordinary U-turn by the US Federal Reserve.
Why the US economic backdrop 'remains rosy'
After a torrid Q4 amid a global sell-off, we see plenty of reasons for sustained optimism for the rest of 2019.
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