Significant restructuring in the economy needs to be seen, as society ages and the government faces the political realities of rebalancing growth across society, according to Samir Mehta, manager of the JOHCM Asia ex Japan fund
Why investors must avoid 'naive diversification'
How can we fund Britain's 'gazelles'?
Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike
Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes
The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund
Robin Hepworth, chief investment officer at Ecclesiastical Investment Management, explains why investors need to realise their is more to Asia than China
Lessons from Silicon Valley's tech companies