In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.
In the second of a two-part series, Investment Week asks managers for their views on high yield following the sector sell-off in Q3 and how they are gaining exposure.
Chris White, head of UK equities at Premier Asset Management, highlights the sectors set to benefit from a favourable consumer backdrop.
Domestic stocks counter global uncertainty
Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.
'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?
The recent perils of not understanding the Chinese stock market have taken centre stage, and meaningful economic data points have been ignored, says LGBR Capital's Fen Sung.
Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.
John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.
Carlos Daurignac, a global macro strategist at H20 Asset Management, gives his outlook for the fixed income market for the rest of 2015 and beyond.