fund manager views

For many the Global Financial Crisis is a distant memory, having just seen the longest bull market in history. These extraordinary gains were achieved despite a difficult economic and political backdrop over the past decade. Recently the prospect of trade...

Fixed income investors could face a challenging end to the year, as the combination of shrinking central bank balance sheets and still solid growth data could be a headwind for bonds.

Is the longest post-war equity bull run coming to end? Perhaps not entirely but global stockmarkets are certainly showing signs of fragility in a number of sectors.

Expect government bond yields to rise

Recent revelations about Saudi Arabia's hand in the Jamal Khashoggi affair has marred what is an otherwise engrossing growth story, not just for the largest of the Gulf states, but for other countries in the Gulf Cooperation Council (GCC).

US Fed chairman, Jerome Powell, recently described the conventional approach to setting US interest rates as "navigating by the stars".

Over the past few months, we have become more positive on US Treasuries.

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).

During 2017, investors enjoyed several positive surprises.

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.