Relative value strategies useful
Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.
Ardevora's Jermey Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.
RBC's James Jamieson argues too many investors still believe dividends imply a stock must be 'ex growth'.
US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?
David Saunders, founding managing director of K2 Advisors, Franklin Templeton, explains how an allocation to hedged strategies can help investors outperform.
Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.
Oil companies and miners have bounced because they fell so far, so fast
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.
GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.
IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.
Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.
Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.
Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.
The message at this stage of the economic cycle, or any stage, is 'buyer beware'.
With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.
There has been an increase in growth rate volatility, uncertainty of currency direction, and lack of clarity on interest rates this year, writes Douglas Burtnick, Aberdeen's deputy head of North American equities.
In an effort to further weaken the euro, boost economic activity, and create inflationary pressures, the European Central Bank's foot on the easy money gas pedal will be maintained, writes BMO Asset Management's Sam Cosh.
Chris White, head of UK equities at Premier Asset Management, highlights the sectors set to benefit from a favourable consumer backdrop.
Domestic stocks counter global uncertainty
Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.
'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?