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From the experts

'From the experts' brings you the views and opinions of the industry's leaders, economists, asset allocators, fund managers and sales and product development experts. Topics include the outlook for different asset classes and markets as well as insights into the background and future development of products and distribution channels.

Aberdeen Asset Management:

A-Shares: All Quiet on the Eastern Front

Aberdeen Asset Management

As Chinese ‘A’ shares are included in MSCI indices, Nicholas Yeo, director and head of equities (China/Hong Kong) gives his insight on the market.

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Schroders:

Does low volatility mean a shock lies in store for investors?

The Vix ‘fear index is near to record lows. We look at what has happened before when markets have been eerily calm. in store for investors? By Duncan Lamont, head of research and analytics at Schroders.

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Square Mile:

A Wellard Brexit?

Jason Broomer

Some nine months since the vote, we are gradually gaining a little clarity about the nature of Brexit, says Square Mile.

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Square Mile:

Talking Point: Income

Square Mile | Victoria Hasler

Victoria Hasler, Head of Research at Square Mile explains how we should be thinking about income and where we can find it.

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GSAM:

Observations on the French election

GSAM

Emmanuel Macron and Marine Le Pen have won the first round of voting in the French presidential election and will face each other in the final round on May 7. The result is essentially a consensus outcome as Macron and Le Pen have led in the polls since February.

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Baillie Gifford:

Backing the revolutionaries

Baillie Gifford

Investment managers have an important role in finding and supporting enduring businesses that can change the world.

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Invesco Perpetual:

Opportunities in emerging markets

Invesco Perpetual 

Lewis Aubrey-Johnson of Invesco Perpetual examines Emerging Market debt and explains why the group is launching a dedicated emerging market bond fund.

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BlackRock:

Three investing themes for the second quarter

Richard Turnill

Global chief investment strategist Richard Turnill shares three interrelated themes that are likely to shape investing this quarter.

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M&G:

Rising stock dispersion does not mean investors are ignoring macro risks

Our demographic challenges require new economic thinking

It has been a tough five years or so for active equity managers in the US. In the main, correlation between different stocks has been high and the dispersion low.

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J.P. Morgan Asset Management:

Why the prospects for the UK mid-cap market are still positive

J.P. Morgan Asset Management

The decision to leave the European Union has introduced a considerable amount of uncertainty for the UK economy, but the country’s economic indicators have held up well and the domestic economic backdrop remains relatively robust...

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Henderson Global Investors:

The year ahead: Growth, politics and inflation return

Paul O’Connor, Head of Multi-Asset at Henderson Global Investors, reviews 2016’s lessons, and details the key themes that investors should prepare for in 2017. He explains which areas of the market look most and least appealing from a cross-asset perspective.

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Investec:

2017: Better than expected

Investec

From a macro perspective, Philip Saunders, co-head of Multi-Asset at Investec Asset Management, believes 2017 is positioned to be a memorable year, with global growth exceeding rather than disappointing consensus expectations for a change.

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Fixed income insight:

 

Invesco's fixed income team talks credit in its latest update for investors.

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Economists' Corner

Keith WadeThe latest data points to slowing momentum although the underlying picture seems more encouraging, says Keith Wade, Chief Economist at Schroders.
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John GreenwoodInvesco Perpetual’s chief economist John Greenwood gives his annual economic outlook 2017.
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Lucy o'CarrollLucy O’Carroll, chief economist – investment solutions at Aberdeen Asset Management, looks at the other side of the equation: fiscal policy in response to monetary policy measures catching all the headlines. 
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  • Aberdeen Asset Management
  • AXA Investmnent Managers
  • Baillie Gifford
  • BlackRock
  • BNY Mellon
  • First State Investments
  • Goldman Sachs Asset Management
  • Henderson Global Investors
  • Investec Asset Management
  • Invesco Perpetual
  • J.P. Morgan Asset Management
  • Jupiter Asset Management
  • M&G Investments
  • Schroders
  • Square Mile Investment Consulting & Research
  • Neptune Real World Investors