Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.
Andrew Swan, manager of the BlackRock Asia fund, analyses the prospects for Chinese markets as the country deals with the consequences of its new reform-led agenda
Emerging market specialist Charlemagne Capital has formed a joint venture with Iranian group Turquoise Partners to launch products offering access to the country's stock market.
There is no longer any value in the Chinese A-shares market, according to EFG Asset Management's China fund manager Mansfield Mok.
Neil Woodford has said next month's general election could mark the beginning of years of uncertainty for UK investors.
European equities have shot to the top of investors' list of priorities since the start of the year, but which global funds have positioned themselves to ride the rally?
Austin Forey, manager of the JPMorgan Emerging Markets investment trust, explains why despite many emerging market funds' underperformance in recent months, investors must not be swayed by short-term headwinds
The unprecedented backdrop and uncertain outlook are likely to lead to significant trading opportunities in the US equities class as the year progresses, says Anthony McDonald, senior investment analyst at City Financial
Raoul Luttik, lead portfolio manager, EMD local currency strategy at Neuberger Berman, explains why frontier market bonds may be a better bet than emerging markets this year
History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios