William Ball, senior equity analyst at Sanlam Private Wealth, discusses the advantage of underappreciated companies during times of market uncertainty.
Neptune's Chris Taylor analyses the outlook for Japanese equities as the country's central bank looks to provide additional stimulus this month in a bid to help stem the yen's strong run.
More guidance in August Inflation Report
Equities have continued to perform well in recent weeks, with emerging markets and commodity sectors leading the way, as oil and basic materials have continued to rally, writes Gareth Lewis, CIO of Tilney Bestinvest.
Spoke alongside Édouard Carmignac
Central bank ammunition
Supportive central bank policy
Problems caused by China and central banks
Too much faith placed on them
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
QE was once considered 'reckless'
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Yen and euro stronger
Critical source of return and risk reduction
100% of respondents think Brexit will not happen
When Abenomics was launched and large-scale QE introduced to much fanfare a few years ago, the bold message communicated was we could expect monetary policy easing on a scale not previously seen.
Investors likely to rush for exit
The past four years has seen analysts forecasting double digit earnings growth for Europe then gradually revising these expectations to zero (or negative) each year.
QE boosted asset prices in emerging markets
With the US entering a new rate cycle and global growth still weak, industry experts at Investment Week's recent Funds To Watch event reveal how they think markets will perform in the coming 12 months, and where the key opportunities and risks lie.
New powers for the trust
Alken's Walewski: How we have been playing the big value shift from commodity producers to consumers
Believes in rebound in technology spending
In the next video of a special series, Eclectica founder Hugh Hendry gives his assessment of the role of the banking sector post the financial crisis.
The economic conditions are not improving significantly in the eurozone with poor growth and low inflation, according to EI Sturdza's Eric Vanraes.