US

‘Expectations for the UK are getting ahead of themselves’

Extreme price moves spell tough times for bond investors

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.

The changing rules of global monetary policy

Investors should beware of companies playing down earnings expectations just to beat them on the day, Société Généralé's Albert Edwards has warned.

With the era of US quantitative easing now drawn to a close, Investment Week spoke to five wealth managers about the possible consequences - and the likelihood of the taps being turned back on.

The sudden market falls seen in the six weeks to mid-October took many by surprise. Here we identify ten equity funds in the Targeted Absolute Return sector which produced positive performance over the period.

Environmental Markets

The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.

Diverging fortunes for government bonds and credit in recent weeks have prompted some fund buyers to suggest strategic bond portfolios could flourish again in the coming months.