Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
Barings multi-asset manager Christopher Mahon has warned the chances of a fresh Black Monday-style crash are rising, as policy decisions increasingly drive markets.
Hansueli Jost is manager of the Julius Baer Euroland Value Stock fund. Following his address to delegates at Investment Week's Funds to Watch event in London earlier this month, he explains the current trend for improving corporate profitability in the...
Central European economies are beginning to show signs of growth, despite the Russia-Ukraine conflict showing no sign of easing in the near future, writes Franklin Templeton's Mark Mobius.
Simon Redmond, director at Standard & Poor's Ratings Services, and Stuart Elliott, director at Platts, tell Investment Week how the future of global oil supply will be impacted as geopolitical risk threatens oil producers, and the bounty of US shale oil...
A series of unfortunate events
FTSE 100 earnings may grow by as little as mid-single digits next year, but inexpensive P/E ratios mean buying on the dips still makes sense, according to Old Mutual Global Investors' Richard Buxton.
Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.