consumer

Fund managers reveal how they are navigating market uncertainty across the Asia region, and the stocks and sectors driving performance in their funds.

J.P. Morgan Asset Management's Austin Forey, manager of the £990m Emerging Markets investment trust, has highlighted the importance of "running your winners" and sticking to a consistent investment process as he reflects on over two decades running the...

Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.

Net inflows slow

Abi Oladimeji, head of investment strategy at Thomas Miller Investment, outlines the headwinds and tailwinds for Asia.

Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.

Added New York-listed Visa

Stocks driven by buoyant UK consumer spending will the biggest contributors to strong returns this year, according to Trevor Green, head of UK equities at Aviva Investors.

Traditional drivers are being increasingly challenged by global headwinds and investors must adapt, writes Gary Greenberg, head of emerging markets at Hermes Investment Management.

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