fund manager views

Large caps are the place to be over next ten years

Brazil is a good illustration of why many investors remain wary of emerging market debt (EMD), despite the serious attractions of the asset class.

Three macro trends should shape the Japanese economy over the next couple of years.

Excess returns expected for US stocks

The most important factor for European equities for the foreseeable future will be the direction of bond yields.

It is clear to many market participants that focusing attention solely on traditional company-specific data such as standard ratios and financial outputs is no longer adequate.

It has been widely reported the UK consumer is facing headwinds and potential challenges on a number of fronts.

Manager of the Insight Inflation Linked Corporate Bond fund

Rising female employment rate

If you backed eurozone equities in the first half of 2017, well done you.