Geoffrey C. Hsu, partner of OrbiMed and manager of the BiotechGrowth trust, assesses the key drivers for the sector in 2016 and beyond.
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?
The recent perils of not understanding the Chinese stock market have taken centre stage, and meaningful economic data points have been ignored, says LGBR Capital's Fen Sung.
With some companies unable to generate the necessary earnings growth to continue increasing dividends, Gervais Williams, manager of the Miton MicroCap trust, explores the options for investors to ensure their portfolios continue to generate a rising income...
Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.
With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status
With concerns surrounding global growth, Peter Hewitt, manager of the F&C Managed Portfolio Income trust, highlights the trusts set to benefit from the UK being the fastest-growing G7 economy.
Tokio Marine Asset Management examines how the Chinese economy and Japanese corporates are moving on to their next phases of development and looks at ways to exploit disparities between market perception and reality.