fund manager views

With 55% of FTSE 100 dividends forecast to come from just ten companies in 2018, it is not surprising many UK equity income strategies are disproportionately invested in a relatively small number of large-cap stocks.

Emerging markets (EM) have endured a tricky spell this year as the impact of US trade policy changes and slightly weaker earnings than expected rocked the sector.

Negative sentiment towards UK equities is here to stay, yet the recent market weakness has created some relief for mid-cap stocks: FTSE 250 price to earnings are now closer to the lows of June 2016, despite maintaining a free cashflow margin of 7.44%,...

Europe appears to be in the twilight of the mid-cycle, with economic growth setting at a solid, sustainable pace.

The US economy continues to be in very good shape. This was the message delivered by the Federal Reserve Chair Jerome Powell at the end of August: he sees a robust US economy and positive momentum, expecting the strong performance to continue.

Shinzo Abe's landslide victory in last year's presidential election leaves him in an unprecedented position of power and likely to become the longest-serving Japanese premier ever.

Despite being considered expensive by some investors, the US equity market remains, for seasoned stockpickers, one of the most interesting places in the world to invest.

While many managers have been fighting the trend, it is difficult to ignore the continued outperformance of the US.

Despite two years passing since the Brexit referendum, we are still some way from knowing how the UK's relationship with the European Union (EU) will evolve in the next few months and years.

It is easy in times of political fear and uncertainty to be 'trapped in the headlights' as opposed to thinking ahead and investing for the future. According to the latest Bank of America Merrill Lynch fund manager survey, global investors have been selling...