fund manager views

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.

Challenging operating environment

Opportunities in developing Asia

Stronger yen will translate into larger current account surplus

The EMD hard currency (HC) asset class has declined by 4.75% since the beginning of the year.

Is the best behind us?

Tax cuts boosting earnings

European leveraged loans attractive

Investor and corporate confidence remains intact

Possible challenges to flows