The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.
Prime Minister Shinzo Abe's goal is to make Japan a country that is admired and respected by Asian and global leaders. This becomes impossible without a strong economy, writes Jesper Koll, CEO of WisdomTree Japan.
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.
Unlike many other market participants, we do not see a general value rally in the near term. To us, there still remains a lot of value traps, writes Jeremy Lang, manager of the Ardevora UK Income fund.
Defensives underperformed in H1
Central bank monetary policy has suppressed interest rates since the global financial crisis, leading to the greatest search for income in investment history, writes Philip Harris, manager of the EdenTree Investment Management UK Equity Growth fund.
Sterling at lowest since 1980s
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
The closure of many open-ended property funds for only the second time in their history (we think) is a classic case of irrational investor decision-making, writes Guy Stephens, managing director of Rowan Dartington Signature.
The UK has voted: Brexit it is. Even though the uncertainty around the vote result is behind us, a new road full of unknowns opens up, writes Florence Barjou, deputy head of active investment strategies and head of multi-asset investments at Lyxor Asset...