New Capital

Investment grade remains attractive

The monetary policy debate is likely to continue to dominate volatility in government bonds markets, and its ripples are likely to impact broader fixed income markets.

Sentiment finally turns positive

If you think you have seen a lot of Chinese tourists lately, you probably have not seen all of them yet as the growth cycle for the tourism sector has just started.

Will review underweight UK position accordingly

Four managers discuss the best opportunities in the US market, their areas to avoid and how to play the disruptors theme.

Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.

UK consumer discretionary sector

If the recent sell-off can be attributed to any single factor, it has been events in China - and particularly its currency.