Guy Bowles

Ingenious' Guy Bowles: Greece and China are 'irrelevant'

24 July 2015 | By Laura Suter

The multi-asset manager is more concerned with the US rate rise.

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Is the fall of China a bigger problem than Greece?

24 July 2015 | By Valentina Romeo

Is China only a domestic problem or could it turn into something more serious for the global economy?

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What does the future hold for the oil market?

19 June 2015 | By Valentina Romeo

Is there a risk of a further oil price drop because of oversupply? And is the current low oil price sustainable or temporary?

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Asset allocation: Cornelian's Kilpatrick derisks portfolio from equities

18 June 2015 | By Valentina Romeo

Despite reducing exposure to the UK and Japan, Cornelian Asset Management chief investment officer Hector Kilpatrick still favours the markets. 

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Multi-manager verdict: Is Abenomics making Japan more investable?

10 June 2015

Japan has arguably divided investors since the arrival of Abenomics the sheer scale of economic measures introduced has buoyed sentiment among many while others fear another false dawn. We ask multi-manager experts what their outlook is for the Japanese market.

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Could Japan return to favour despite slow growth?

12 May 2015 | By Valentina Romeo

Economic reform, loose monetary policy and weak yen continue to boost earnings momentum across corporate Japan.

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Is India the jewel in the emerging market crown?

17 March 2015 | By Philip Scott

GDP expansion forecast to hit up to 8.5 per cent over the next 12 months and thereafter move into double-digit territory. 

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Is the Chinese 'supertanker' getting that sinking feeling?

5 March 2015 | By Michael Berry

For the past year commentators have been opining on how dramatic the slowdown in the nation’s growth will be, but does it matter?

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Asset Allocation: Liontrust's Husselbee aims for Europe and the Far East

20 February 2015 | By Philip Scott

For Liontrust’s head of multi-asset, John Husselbee, the disparity of monetary policy across the globe is firmly dictating where he is placing his bets.

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Asset allocation: Threadneedle bets on Australian bonds to offset China fall

30 October 2014 | By Michael Berry

A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.

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Japan's corporates buck the trend

23 October 2014 | By Pamela Morris

Industry experts say Japanese corporates offer attractive earnings growth and valuations despite worries over recent macroeconomic data

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Can Alibaba sustain its magic carpet ride?

26 September 2014

Alibaba’s IPO on the NYSE last week was the largest ever debut listing on the bourse, and its $68 a share price quickly soared a peak of $93.89 on the first day’s trading.

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Is the Nikkei 400 a good stock guide for fund managers?

18 September 2014 | By Sam Macdonald

The Japanese Nikkei 400 index launched in the summer of 2013 as an index showcasing the country’s most shareholder-friendly and best-run companies, but how much of a guide is this for fund managers?

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Asset allocation: Carmignac's Ouahba uses three arrows to target growth

3 July 2015 | By Laura Suter

Patrimoine manager on the hunt for global leader companies and firms benefiting from the US growth story.

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Who are the winners and losers from the oil price slide?

2 February 2015 | By Adam Lewis

Described as a game changer for global markets, the dramatic fall in the price of oil is creating a distinct group of winners and losers. 

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Can India maintain status as the number one emerging market?

9 January 2015 | By Adam Lewis

In a year when attention shifted back towards emerging markets it was India that led the way.

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Is Japanese debt a ticking time bomb?

22 December 2014 | By Michael Berry

Abenomics crashes on sending the Topix higher and higher to investors’ glee, but an implicit bet on the creditworthiness of Japan accompanies the trade.

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Henderson's HINT manager boosts Asia Pacific exposure

15 August 2014 | By Pamela Morris

Ben Lofthouse has added mainly to Chinese equities following signs of reforms in the country’s state owned enterprises.


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