Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.

Don't blame the dividend

I would like to introduce a brand new term called 'false trough spotting'. As a paid-up contrarian, it is my duty to find an asset class that is troughing in price and then declare it as a 'bottom fishing' opportunity.

The headwinds and tailwinds for China

Sam Morse, manager of the Fidelity European Values trust, examines the tailwinds for his favourite banking stocks.

Oliver Bell, manager of T. Rowe Price's Middle East & Africa Equity and Frontier Markets Equity funds, explores the myriad investment opportunities open to the West following the landmark nuclear deal.

Most financial journalists hate the Budget. All day long we rewrite the same old boring summary of big fiscal changes, with supposedly pivotal impacts on the national body politic.

Turning point for monetary policy

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.

David Urch, lead manager of the TB Garraway UK Equity Market fund, says investors should not be so complacent when it comes to global crises and the potential impact they can have on UK companies.