Jonathan Pines, manager of the top performing Hermes Asia ex-Japan Equity fund, explains why unloved Korea is his fund's biggest overweight.
The dangers of playing the momentum game
Emerging market equities are hovering near highs last seen in January 2013, after China posted stronger-than-expected economic data.
Short-termism can be seen across many sectors of the financial world, but are fund managers becoming too short term in their investment outlook, and how can the industry fight back against this trend?
European equities look attractive on valuations grounds and Alken Asset Management's Nicolas Walewski has been hunting for undervalued stocks with high potential returns.
In recent years, investing in Europe's periphery has often lead to very binary outcomes. Argonaut Capital's Greg Bennett explains how the region is cleaning up its act.