Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Worked at Columbia Threadneedle and GAM
Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...
iPhone sales set to fall in the coming quarter
Relative value strategies useful
GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.
Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.