fund manager views

The Japanese stockmarket had been sluggish and trading-orientated in the wake of the yen's recent appreciation, partly reflecting renewed jitters over the Trump risk when it came to the US presidential election, writes Hideo Shiozumi, manager of the Legg...

As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.

We have seen a seismic shift in the political and investment landscape. From Brexit to President Trump, to the return of inflation and the trough in bond yields, the accepted order in the aftermath of the financial crisis is being challenged, writes Jamie...

The precipitous drop in sterling is set to boost dividend payouts from UK blue-chip companies this year. But this should not be taken in isolation by investors as a signal to buy.

Japan has been struggling with next to no growth and fighting deflation for more than 20 years, leading to huge monetary and fiscal stimulus and structural reforms, from the 'three arrows' of Abenomics to the central bank's purchase of enormous swathes...

The green bond market is only at its early stages of development but is experiencing steady growth over the last two years with strong activity across the primary market, writes Amundi's Marie-Anne Allier.

While the UK economy has recovered markedly since the financial crisis, UK GDP growth is set to slow. GDP growth was 2.2% in 2015, and is now forecast to slow to 1.8% in 2016 and 0.9% in 2017.

The lead-up to and events immediately following the UK Brexit confirmed to us that the optimal route into the property sector is via a 'permanent capital' model, specifically listed real estate investment trusts (REITs).

South Korea rose from the ashes of its civil war in the 1950s, when it was one of the poorest nations on earth. Now, despite being a wealthy country, it is still regarded by many as an emerging market.

Emerging markets continue to face a number of macroeconomic challenges, often linked with the dramatic falls in commodity prices and political risks that investors must discount for.