David Walton, manager of the Marlborough European Multi-Cap fund, explains why the long-term commitment of a company's CEO can provide an important buy signal for investors.
More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.
The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.
Prime Minister Shinzo Abe's goal is to make Japan a country that is admired and respected by Asian and global leaders. This becomes impossible without a strong economy, writes Jesper Koll, CEO of WisdomTree Japan.
As the yen continues to strengthen, Invesco Perpetual's head of Japanese equities Paul Chesson asks if it is nearing the endgame for Japan or if the central bank could make yet another move to strengthen the country's stalled economy.
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Simon Currie, private investment funds partner at global law firm Morgan Lewis, examines how 'third country regimes' work and the implications for asset managers if an independent UK was allowed access to the EU single market.
Will new Prime Minister attack pension benefits?
Unlike many other market participants, we do not see a general value rally in the near term. To us, there still remains a lot of value traps, writes Jeremy Lang, manager of the Ardevora UK Income fund.
Defensives underperformed in H1