The big issues that long term investors must address when looking for investments
When Investment Week was launched in January 1995 Helena Morrissey was just a ‘fine fund manager' with Newton Investment Management. Now, she is the group's CEO and content with its consistent and sustainable culture
North American fund managers argue that US corporates offer the opportunity to benefit from rapidly growing emerging markets and thereby offer the best of both investment worlds
With a history that goes back over 140 years, the investment trust sector has seen it all, but what does the future hold?
The current market is concerned inflation may pick up as a consequence of the policy decisions thus far taken in an attempt to stimulate the OECD economies.
Last week's news that the Chinese economy continued to power through the global economic crisis, with growth of 10.7%, adds weight to those who argue for a greater weighting to the country and emerging markets in general.
In 2009, we felt quality Japanese companies were too cheap and as we start 2010 our view has changed very little.
Global equity markets appear to be in healthier shape.
On 6 March, the market realised if Citigroup could earn its way out of the capital hole created by caustic debt holdings, less troubled banks could also.
Over the last few months I have been spending a fair bit of time talking absolute returns with some of the best fund managers in the business.