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Finding opportunities in bonds amid 'shift back to normality'
After several years of extraordinary central bank intervention intended to provide monetary stimulus to ailing global economies, we are finally transitioning from quantitative easing (QE) to quantitative exit.
Japanese pensions funds' increasing allocation to equities will boost valuations
Equity markets worldwide keep nudging record highs despite political anxieties - nuclear explosions in North Korea, Brexit implosions in Europe and Trump outbursts in the US.
Jupiter's Teverson: Our fears over China's debt burden
More risky than political problems
Why defensive investors should look at bank debt
This year has seen a continuation in 2016's trend for corporate credit. The European Central Bank (ECB) purchase programme under its quantitative easing policy has pushed corporate credit spreads tighter, starting with high-quality corporate issuers,...
BlackRock's Pachatouridi: Is the market underestimating the pace of Fed rate hikes?
Financial conditions are looser today than at the start of the year
Will earnings momentum continue to rise from here?
A cursory glance through global news headlines might suggest the proverbial 'wall of worry', that markets are prone to climb, might not be short of a few bricks.
Templeton's Hardenberg: The Chinese economy remains on a fast-growth trajectory
Opportunities in the IT sector
How Japanese corporates are paying closer attention to minority shareholders
Improved engagement
Where next for 'over-banked' Europe?
Who would have thought 12 months ago that Europe would have become the destination of choice for investors in 2017? What has changed?
What is the best indicator of an impending recession?
Is there enough economic growth to prolong the current expansion?
S&W's Frikkee: How healthy are UK dividends?
Long-term asset return studies, such as the Barclays Equity Gilt Study, confirm that dividends - and in particular dividend reinvestment - are the drivers of long-term total returns from UK equities.
Seneca's Elston: Is now the time to invest in UK growth?
Outlook also bodes well for value investors
New Capital's Leithead on where to invest in the fixed income landscape
Investment grade remains attractive
Why are European markets underperforming?
Caused by three factors
Reasons to be bullish on the eurozone periphery
Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.
Why healthcare stocks remain attractive despite drug pricing pressure
'Unjustly punished in sell-off last year'
How to minimise risks in income investing
The market for income funds is more and more crowded, which speaks to both the underlying attraction of the asset class and the willingness of fund houses to play to that demand.
Brooks Macdonald: The UK sectors to back amid bearish outlook
Our UK outlook has been steadily downgraded over the last 12 months.
Meet the Adviser Champions: Pershing's Geoff Towers
Video series continues
Why the value proposition in UK bonds is 'daunting'
Brexit proving a headwind
Why the long-term outlook for biotech sector remains intact
The healthcare sector has been under a black cloud since the US Presidential Election last year, driven by concerns over drug pricing.
Balancing Japanese equity exposure to mitigate global risk factors
So far this year, we have seen Japan's equity market rising on the back of a supportive global backdrop, a relatively stable currency and healthy corporate earnings growth.
EdenTree's Osfield: The worst is behind for China
China has improved in last 18 months
Where now for European smaller companies?
At first glance, European smaller companies look expensive. They trade on a two-year forward earnings-per-share multiple of 15.8x, against their 15-year average of 13x.
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