Analysis

Nick Gartside, J.P.Morgan Asset Management CIO fixed income and manager of the Global Bond Opportunities fund, talks to editor Katrina Lloyd about why Mark Carney did exactly the right thing by cutting rates, and why fears about bond market illiquidity...

Fund managers are employing a number of strategies to guard against rising inflation, but argue better value can be found outside the UK index-linked market as demand soars.

Doubles exposure to consumer discretionary

Nicolas Walewski, manager of the Alken European Opportunities fund, analyses the prospects for Europe's auto sector, which has been one of the poorest performers in Europe this year.

More than 30% of investment companies have made changes to their fee structures since the implementation of the Retail Distribution Review (RDR) at the start of 2013, but sector commentators say more still needs to be done to "level the playing field"...

In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Andrew Summers of Investec Wealth & Investment.

Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors

Parliament to debate directive next week

Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.

In the latest in our series of interviews with some of the industry's key Investment Influencers, Investment Week talks to Simon Brett of Parmenion Investment Management.