Feature
Multi-asset
Investors' aversion to anything seen as 'risky' has driven down bond yields to levels which could actually suggest complacency with regards to the riskiness of many government bonds, writes Tony Finding, multi-asset manager at M&G Investments.
11 October 2016
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2 min read
Bonds
One of the Bank of England's Monetary Policy Committee (MPC) announcements in August was the intention to buy up to £10bn of corporate bonds over an 18-month period, writes F&C's Ian Robinson.
10 October 2016
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2 min read
Emerging markets
The emerging markets asset class remains at the forefront of the world's most vibrant and fastest-growing economies, with overall gross domestic product growth rates comfortably in excess of the developed world this year, despite much-publicised slowdowns...
10 October 2016
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2 min read
Asia
At the start of the year, broad-based fears that an emergency step devaluation of the renminbi was needed to prevent China's economy undergoing a 'hard-landing' were weighing heavily on the country's stockmarket.
06 October 2016
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2 min read
Asia
Japan's domestic economy still seems to be stumbling along. From one quarter to the next, Japan data watchers have been rewarded with revisions down (FY2016 GDP revised to 0.9%, down from 1.7%) as well as revisions up (Q2 GDP revised up to 0.7% quarter-on-quarter,...
06 October 2016
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2 min read
Commodities
Thermal coal staged a remarkable rally this year, just when it was written off by investors, writes Sanlam FOUR's Adour Sarkissian.
06 October 2016
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2 min read
UK
Conflicting forces are buffeting UK equity income investors. Tailwinds include the record low base rate, which is boosting the appeal of dividend income, according to Aviva Investors' James Balfour.
06 October 2016
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2 min read
Asia
Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.
30 September 2016
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2 min read
