fund manager views

Brazil on a 'recovery path'

It has begun. Prime Minister Shinzo Abe has started the process to reappoint Haruhiko Kuroda as governor of the Bank of Japan (BoJ) by submitting a request to the Japanese Diet.

Headwind from euro strength should abate

Fixed income investors should be paying close attention to 'Fallen Angels' - these are bonds that are downgraded from BBB- and, as a result, come tumbling out of the investment grade credit market.

As is well known, one of the most attractive qualities of venture capital trusts (VCTs) is their ability to pay tax-free dividends.

Japanese equity markets have been tested by global market volatility so far this year.

Value should emerge quickly

Euro a headwind

The global financial crisis, and the related policy response, is drawing to a close. We are currently enjoying a short period of synchronised global growth and improving trade.

Not acting as a safe haven