Industry Voice

For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...

Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.

2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and BB Biotech's holdings in focus. The investment team expects new product launches...

At T.Rowe Price, we believe that while a broadening global economic recovery should continue to support markets into 2018, high asset valuations leave little cushion against unexpected market events. In this environment, bonds offer a counterweight to...

Global equity markets continued to advance in 2017, which led to record breaking flows into ETFs.

Since early 2017, Asia has seemed a potential equity hotspot. But with everything selling off, it's been hard to keep sight of that in recent weeks. Lionel Melin, Lyxor's senior cross-asset strategist explains how the fundamentals - a weaker dollar, Chinese...

Automation seems to be increasingly creeping into every aspect of our live yet it is only at the beginning of its full integration. What is the 2018 outlook for automation?

At T. Rowe Price, we expect 2018 to mark the beginning of a new era in bond investing as central banks start to withdraw their quantitative easing, with some also set to hike interest rates. Bond investors will need to cast a wider net, with an emphasis...

At T. Rowe Price we believe equity valuations above historical averages in most developed markets do not necessarily mean that global equities are overvalued. Equity risk premiums in many markets still appear reasonable.

After all the exuberance of last year, investors may need to prepare themselves for a less eventful time in 2018. Lionel Melin, Lyxor's senior cross-asset strategist, gives his views for European equity