In the first of a short series, Lawrence Gosling speaks to Eclectica Asset Management founder Hugh Hendry about his investment approach and market views.
While US interest rates seemingly remain unchanged, the tightening of the shadow funds rate equates to six conventional policy rate increases since the start of 2015, says Hinesh Patel, co-manager on the Old Mutual Global Bond fund
Along with slowing growth in China and the continued weakness in commodities, the focus is turning to higher discount rates in 2016, at least in the US, says Columbia Threadneedle's Chris Kinder.
The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...
Investing in tech start-ups is one of the most exciting investment opportunity sets available at present. But the mesmerising potential investment rewards require a combination of many highly specialist skills, says Alexander Selegenev, executive director...
Many companies at risk of dividend cuts
Imagine going to buy bread from a baker who promises to try his best to bake a good loaf, but cannot promise the outcome, nor tell you how much it will cost. Chances are his bakery will not survive long. Yet, the nature of fund management means an investor...