US equities: Bang for your buck?
Are markets sleepwalking into rate complacency?
A return to classic value investing
Emerging market countries are home to some of the most rapidly innovating tech companies, which will become serious challengers to global tech giants when they start exporting their services, says Tom Record, co-manager of the Majedie Global Equity and...
With over €1trn of euro area debt maturing in one year paying a negative yield, Thomas Samson, portfolio manager at Muzinich & Co, analyses the options for bonds investors in Europe
There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management
Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund
US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...
Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund