Global

Robert Horrocks, CIO of Matthews Asia

The falling oil price is having myriad impact on a range of assets, and mortgage-backed securities could be the main beneficiaries this year, explains BlackRock's Michael Fredericks.

It takes a disciplined investor to put capital into small-cap companies they may never have heard of. Alex Dryden, global market strategist at J.P. Morgan Asset Management, looks at how small-cap stocks compare on a global scale

European rules requiring greater disclosure of portfolio costs could apply to fund managers sooner than expected if regulators decide to clear up inconsistencies in existing sets of proposals.

What has been the best or worst investment theme of the past 20 years?

River and Mercantile is to close three of its global equity funds as head of team Alex Stanic departs the group, Investment Week can reveal.

‘No-names’ like we were might struggle today

Ecclesiastical's Robin Hepworth has said fears the upcoming general election will have a detrimental impact on the UK equity market are overstated.

Lawrence Gosling with Daniel Nicholas of Harris Associates

A week of dramatic FX moves has highlighted the importance of currency positioning for global equity fund managers and fund buyers, as they try to cushion portfolios against the impact of multi-speed central bank policies.