fund manager views

Despite remaining expensive

This year has once again been one where bullish bond investors have been a little smug.

Growing sophistication in technology

After a torrid 15 years of deflation, it is time to forget about 'the lost decade' in Japan.

For the first time in a number of years, pan-European large company corporate earnings for 2017 look set to post a double digit year-on-year advance.

Prime Minister Shinzo Abe won his election comfortably, as many in the market hoped and expected.

2016 saw $366bn in online sales in China

By now, the broad outlines of the case against US equities are familiar: after a long bull market, valuations look high.

Those adapting to disruptive environment

As fears of political and economic uncertainty rise, we can see the effect taking hold on the British consumer.