Feature

IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.

Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.

Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.

The message at this stage of the economic cycle, or any stage, is 'buyer beware'.

With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.

There has been an increase in growth rate volatility, uncertainty of currency direction, and lack of clarity on interest rates this year, writes Douglas Burtnick, Aberdeen's deputy head of North American equities.

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.