fund manager views

'UK elections offer little scope for a shock'

It may seem strange to consider emerging markets a potential safe haven, but arguably that is now the view of many of those looking to mitigate the political uncertainties in Europe and the US.

Improvements in AI are pushing the boundaries

There has been significant momentum behind Asian markets in recent months. The MSCI AC Asia ex Japan rose 13.4% in US dollar terms during the quarter, the best start to the year since 1992.

Recent geopolitical turmoil and concerns about the Trump administration's ability to enact promised fiscal reforms have led speculators to push up the yen versus all currencies once again.

US bank stocks have rallied hard since the US elections in November with the S&P bank index climbing 24% from election day.

Dividends well supported

'Move online will be relentless'

Making US long-dated bonds attractive

In a financial world where pundits continue writing their articles, blogs and analysis about an equity correction or a bond market crunch, would-be investors could be forgiven for keeping their cash in non-yielding bank accounts and accepting the eroding...