Feature

A wave of risk aversion hit high yield bonds in Q3. Here, fund managers give their views on the sector after the sell-off and where the sweet spots now lie for investors.

Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.

Since the onset of the financial crisis, productivity in the UK has slowed and there are various factors that could be to blame, writes Parmenion Capital Partners' Meera Hearnden.

Toshihiko Takamoto, head of investment and senior portfolio manager of DIAM Singapore, takes a closer look at prospects for India, Malaysia and the Philippines.

When investing for income, it is important to consider companies which can grow profits through a prolonged period of low or zero inflation, according to William Meadon, manager on the JPMorgan Claverhouse investment trust.

Abenomics is apparently not working: Japan is almost back in recession; Abe's third arrow of structural reform has missed. These are increasingly popular assessments but, in my opinion, are also a severe misdiagnosis, writes Neptune's George Boyd-Bowman....

Aviva Investors' head of multi-asset Peter Fitzgerald takes a closer look at the impact of commodity cycles on markets.

While it is true Japan's domestic economy remains stagnant with negative real GDP growth for the second quarter 2015 figures, it is important to look beyond the headlines.

Credit ratings have been improving across Asia, but spreads persist which could partly be down to Western investors' unfamiliarity with the markets.

Allianz GI's Matthew Tillett explains why he believes the recent outperformance seen in UK equities is unlikely to continue