Investment grade remains attractive
The monetary policy debate is likely to continue to dominate volatility in government bonds markets, and its ripples are likely to impact broader fixed income markets.
Sentiment finally turns positive
If you think you have seen a lot of Chinese tourists lately, you probably have not seen all of them yet as the growth cycle for the tourism sector has just started.
Will review underweight UK position accordingly
Four managers discuss the best opportunities in the US market, their areas to avoid and how to play the disruptors theme.
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.
UK consumer discretionary sector
If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.
Following a circuit-breaking fall in equity markets, managers assess what impact China's volatile stockmarket could have on neighbouring countries in Asia this year.
EFG Asset Management has launched a New Capital Global Equity Conviction fund for head of equity research Robin Milway.
With US equities marking 4 July celebrations by reaching fresh highs this week, Investment Week looks at the best performers of the past three years.