Portfolio managers say that the interest rate hike expected this autumn is already priced into the market
Portfolio managers' views of Asia-Pacific markets are largely positive
Projects based on crude oil at US$85 a barrel are very vulnerable
Markets will be volatile this year, and portfolio managers will need to search harder for companies trading at discounts
History is on the side of the bulls, says Fidelity’s Jurrien Timmer
The steep decline in oil prices could be a harbinger of other dominoes falling, fund portfolio manager says
A big plus is better control of risk, active managers say
Potential interest rate hike this year may have only a muted impact
What’s ahead for gold? It depends on the Fed, Mackenzie manager says
Fund portfolio managers expect rates to rise in mid-year