Toby Thompson, manager of the Brooks Macdonald Global Equity Income fund, analyses if equity investors are right to be concerned about the concentration of income from only a limited number of mega-cap companies

With Japan's corporate governance improvements now underway, Nicholas Weindling, portfolio manager of the JPMorgan Japanese investment trust, looks at how the region can finally begin to close the gap with Europe and the US and improve its tourism industries...

Greece is 'extreme manifestation' of developed world failings

Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.

John Wyn-Evans, head of investment strategy at Investec Wealth & Investment, takes a closer look at the global impact of recent currency wars and a future rise in US interest rates.

With many asset classes overvalued and volatility increasing, James Burns, head of multi-manager at Smith and Williamson, explains why he has turned to a global macro hedge fund for portfolio protection

Pieter Busscher, portfolio manager of the RobecoSAM Smart Materials fund, looks at the manufacturing and technological innovations - from robots to 3D printers - which will continue to push production ahead, despite the significant decline of raw materials...

How to protect against another Lehman

The best hedging strategy in town?

Madhav Bhatkuly, manager of the GAM Star India Equity fund, explores whether India's aims to slash red tape and install new trading laws across districts will be enough to ensure business productivity remains on track.