Industry Voice

This year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.

Investors should adopt a total return approach in the current environment according to Matthews Asia's Yu Zhang

Neptune's Chief Economist and CIO James Dowey explains why he is increasingly cautious about the outlook for the UK economy and consumer, and believes UK investors will have to be highly selective as a result.

Quantitative easing (QE) has resulted in heavily indebted developed economies and has had varying degrees of success. The question now for QE is not about how much, but how much longer?

Sorting Through the Noise

Few individual stocks have generated as much excitement this year as the US FANGs: Facebook, Amazon, Netflix, and Google (now Alphabet).

Globalisation is often blamed for the world economy's ills. Many commentators attribute rising populism in the West to years of wage stagnation attributed to globalisation. But, in our view, deglobalisation would be costly and disruptive for all regions...

In a low interest rate world, the income challenge is both real and prolonged. Our three new Enhanced Income Exchange Traded Funds are designed to offer investors a source of attractive and cost-effective yield.

The Manager of the Lazard UK Omega Fund, Alan Custis, explains how a concentrated portfolio of 25-35 positions can outperform through the market cycle.

Invesco's Head of European Equities Jeff Taylor and Fund Manager Stephanie Butcher consider key issues affecting investors in Europe.