fund manager views

The US retail sector is struggling. This may seem strange, given the US economy is strengthening and consumer confidence is rising.

Many investors have come to rely on asset allocations modelled on the old economic order: decades of globalisation, falling inflation, slowing economic growth and declining interest rates.

Withdrawal of QE could cause 'considerable fallout'

When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.

'We are citizens of the planet'

US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.

UK equity income continues to look relatively attractive in a world of low interest rates and low bond yields.

At the moment, I am finding value in a number of pockets across the market - including the oil & gas, financials and telecoms sectors - but a lot of my recent positioning has been oriented towards increasing sterling exposure via a number of deep-value...

Karsten Bierre warns of dangers of 'picking the winners'

Despite outcome of French elections