Advises investors to de-risk portfolios
Extends QE to at least March 2017
Ardevora's Jeremy Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.
Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.
Delegates at Investment Week's European Breakfast Briefing last month heard from a number of fund managers discussing the region's prospects.
Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.
In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.
Every once in a while I am forced, reluctantly, away from my ivory contrarian tower, and dumped on to the mean streets of middle Britain to talk to actual, real, living investors and their advisers.
Rate hikes are off the table until 2017
All eyes on December meeting
The first eight months of 2015 have been relatively weak for the global high yield market. Much of this weakness has stemmed from the US, where exposure to lower commodity prices has put pressure on issuers, in particular those in the basic materials...
Any decision on rates by the Federal Reserve this year could damage markets as the central bank's efforts have so far only resulted in lacklustre growth and 'bubble' asset prices, according to Jan Dehn, head of research at Ashmore.
ECB cuts growth forecasts
Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates
Investors cannot afford to ignore the increasingly positive correlation between core government bonds and credit markets as rate rises loom, says Jon Jonsson, senior portfolio manager, global fixed income at Neuberger Berman.
Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.
With many asset classes overvalued and volatility increasing, James Burns, head of multi-manager at Smith and Williamson, explains why he has turned to a global macro hedge fund for portfolio protection
Beating the US market will remain a challenge for active managers until the Federal Reserve's policy on interest rates is clear, according to RWC's Mike Corcell, manager of the long/short US Absolute Alpha fund.
As the Greek government once again fails to make a breakthrough in its negotiations with the IMF and EU, Barry Norris, founding partner at Argonaut Capital, argues it is time to let Greece go, especially as a 'Grexit' is much more manageable now
Cazenove Capital CIO Richard Jeffrey examines the scenarios with the greatest 'potential to sting' fixed income investors.
From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close
Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.