After strong moves in high yield over the last six years, investors would be right to re-evaluate holdings. But are there any compelling alternatives? Russell Investments' James Mitchell explores.
Andrew Lebus, Pantheon International Participations investment trust manager, explains how recent changes in China have helped create a tailwind for opportunities in the US manufacturing sector.
Europe's economy is clearly deteriorating, with the stand-off between Germany and the peripheral nations continuing to hamper attempts to reform the region.
The real estate benefits of ultra-loose monetary policy
Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
Wealth managers are adding to Europe following the market correction of the last few weeks, despite concerns remaining about the threat of deflation in the region.
Europe’s property market retains its appeal due to risk avoidance strategies
The German market has been a stellar performer for property investors this year, but it is Sweden that could be the 2015 winner, managers suggest.