fund manager views

After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.

Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.

More risky than political problems

This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...

Financial conditions are looser today than at the start of the year

A cursory glance through global news headlines might suggest the proverbial 'wall of worry', that markets are prone to climb, might not be short of a few bricks.

Opportunities in the IT sector

Improved engagement

Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?

Is there enough economic growth to prolong the current expansion?