Opinion

Arif Husain, head of international fixed income at T. Rowe Price and manager of the Global Unconstrained Bond fund, discusses the impact of Brexit on Central and Eastern European issuers and the investment opportunities emerging in the region.

Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.

As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...

Many firms reaffirmed their commitment to London and the UK in the wake of the Brexit vote, and like the majority of economic data that has surfaced following June's EU referendum, recruitment activity in the City surprised on the upside.

Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...

Edison, which produces insightful analysis of closed-ended funds and other listed equities, last week released an excellent report entitled The Future of Equity Research, co-authored with an analyst from Bloomberg.

Become a lender, not an investor

In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.

Investment not about risk but uncertainty

Tim Mortimer, managing director at Future Value Consultants, explains how the requirement for asset managers to display future performance simulations on their fund literature under PRIIPs regulations has created problems.