Fresh insight into what's moving global markets, from shares and bonds to currencies and property
24 Jul 2014
Stephanie Flanders, chief market strategist at JP Morgan Asset Management, believes that now is the time for investors to back commodity companies.
23 Jul 2014
It is not reasonable to expect investors to make the leap of faith required in order to make an investment in a new technology company, according to James Gautrey, telecoms and technology analyst at Schroders.
15 Jul 2014
Keith Wade, chief economist at Schroders, believes that while the case for investing in emerging markets is ‘compelling’, those looking at the asset class need to be very selective at present.
10 Jul 2014
Andrew Goldberg, market strategist for Europe at JP Morgan Asset Management, believes that the economic recovery in the US and the UK is ‘far from secure’.
9 Jul 2014
Andrew Milligan, head of global strategy at Standard Life Investments, believes that ‘the logical choice for investors searching for yield in the current market is commercial property'.
Latest investment guides
8 Jul 2014
The policies of the major central banks mean that emerging markets are a more prudent investment right now, according to Jan Dehn, head of research at Ashmore.
4 Jul 2014
Bryn Jones, whose Rathbone Ethical Bond fund is the absolute top performer out of more than 90 rivals in the IMA UK Sterling Corporate Bond fund over the past one and two years, has outlined for What Investment the factors investors should consider when seeking exposure to the bond market as interest rates rise.
3 Jul 2014
Veteran emerging markets investor Dr Mark Mobius has revealed the countries that he believes will be the next generation of emerging market star performers.
1 Jul 2014
Cormac Weldon, until recently manager of the £2.3 billion Threadneedle American fund, and soon to launch a similar mandate at Artemis, believes that fracking and the capacity of US companies to generate cash means that US equities are ‘as cheap as they have ever been'.
1 Jul 2014
Investors' cash flooded into property funds in May, with a net £491 million pouring into the asset class during that month, according to data from the Investment Management Association (IMA).
30 Jun 2014
Now is the time for UK income investors to focus on the very largest companies, writes Simon Murphy, manager of the Old Mutual UK Equity fund.
25 Jun 2014
Simon Edelsten, manager of the Artemis Global Select fund, believes that all emerging markets are expensive at present, with the exception of China.
24 Jun 2014
Adithep Banabriksha, manager of the Aberdeen New Thai investment trust (LON:ANW), believes that while the country will continue to suffer as a consequence of frequent political upheaval, investors should ignore this and focus instead on the quality of the companies that are listed there.
20 Jun 2014
Investors should have a ‘strategic’ exposure to emerging markets, whatever the short-term conditions in the market at present, because a bull market will soon happen, according to Nick Train, high-performing manager of the Finsbury Growth and Income Trust (LON:FGT).
18 Jun 2014
Investors with even a moderate tolerance of risk have been rewarded with exceptionally high returns since the end of the credit crunch, but that era is over, according to Luca Paolini, chief strategist at Pictet Asset Management.
18 Jun 2014
Schroders European economist Azad Zagana believes that the latest minutes released by the Bank of England Monetary Policy Committee show that, despite the hype, UK interest rates are unlikely to rise in 2014.