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.
Is a crisis engulfing the eurozone’s core?
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.
The ethics of bond investing
Peripheral Europe economies are diverging and investors should think of Spanish and Italian sovereigns as a rate trade, not a credit play, explains Carmignac's Sandra Crowl.
‘We haven't felt pain like this in markets for some time’
Climbing the wall of worry
‘France is finished’ but what about Germany?
Merkel must curb German complacency
100 years on and Europe is still struggling for peace
BlackRock Continental European Income
I am still not ready to move negative duration
Why a Japan-style Europe looks increasingly likely
The eurozone's two largest economies both performed worse than expected in the second quarter, raising fresh fears over economic stability in the currency bloc.
Europe's dilemma: What are Draghi's options?
Neptune's Rob Burnett has been adding to peripheral European banks in anticipation of a share price bounce after this year's round of stress tests are completed.
Angela Merkel's government is the latest to back the US Federal Reserve's withdrawal of monetary stimulus despite continuing emerging market turmoil, reports have suggested.