Taking advantage of 'dynamic' industries
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 Jeremy 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.
Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up
Oil companies and miners have bounced because they fell so far, so fast