Nick Gartside, CIO, global fixed income group, J.P. Morgan Asset Management, discusses the possible impact of the ECB's recent policy action to boost the health of the eurozone.
Could normalising monetary policy spell the end for fixed income?
Julie Dickson, equities portfolio manager at Ashmore, says despite a huge growth in the asset class, frontier markets remain an under-allocated asset class.
Dominic Bokor-Ingram, portfolio advisor, frontier emerging markets at Charlemagne Capital, highlights the key components to frontier markets investment.
The widely expected rotation from bonds to equities has failed to appear and gilt yields have fallen this year. This is odd, says Newton's Paul Brain, as he argues that bond yields are likely to stay low for a good while yet.
OMGI's US manager Ian Heslop gives an overview of economic data and argues there is little need for the Fed to raise short-term interest rates.
The era of 'Big Pharma' is over and companies are transitioning to more complex biological products, explains Tim Crockford from Hermes Sourcecap.
Domestically-focused businesses have been the engine of growth in the UK market. But is this trend over? Revera Asset Management's Glen Nimmo explains.
Bubble, bubble, tech and trouble?