Industry Voice

PARTNER INSIGHT: The sudden recognition that markets were potentially complacent about inflation has resulted in an abrupt change in markets' expected volatility. BMO Global Asset Management believes this has unlocked an opportunity to access increased...

PARTNER INSIGHT: Bruno Paulson, who runs Morgan Stanley's Global Brands Equity Income Fund, admits to feeling "distinctly nervous" about markets but suggests there are signs of "global economic improvement."

Asian markets, and particularly Japan, could be one of this year's equity hotspots. Abe's loose policy mix, the implementation of corporate tax reform and the Shunto wage negotiations were all key catalysts. Lyxor ETF explains why the case for Japan is...

The past year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.

We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.

Martin Cholwill, Senior UK Equities Fund Manager, Royal London asset Management

With market volatility on the rise, consider a broad set of relative value opportunities across global markets.

With the Catalan crisis stalled, for now at least, all eyes have been on political risk in Italy and some arduous deal-making in Germany. After Sunday's result, Italy is likely to lurch into some frenzied horse-trading, but where will Merkel's new coalition...

Eaton Vance Emerging Markets Local Income (EMLI) strategy.

The original hedge against uncertainty