Investment

Polar Capital has reported a 'challenging' first half of its financial year after Japanese market movements weighed on the business.

Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.

The dearth of value opportunities in Western equity markets alongside a host of other issues leaves emerging market equities as the last man standing. Should income seekers change their focus?

James Henderson has added a small stake in Tesco to his Lowland investment trust, after shares plunged 15% following the supermarket's third profit warning in four months.

A cocoa price crisis, Draghi quitting the ECB, and a devaluation in the yuan could all be on the cards for 2015, Saxo Bank chief economist Steen Jakobsen (pictured) has predicted in his annual ‘Outrageous Predictions'.

Veteran bond investor Bill Gross has questioned the possibility of a "fairytale ending" for markets as they spiral towards lower returns and lack of liquidity.

Jason Vaillancourt, co-head of global asset allocation at Putnam Investments and co-manager of the CF Canlife Total Return fund, on taking advantage of recent market volatility.

Simon Gergel, manager of The Merchants trust, explains why he is finding opportunities in mega caps and specific recovery situations.

After strong moves in high yield over the last six years, investors would be right to re-evaluate holdings. But are there any compelling alternatives? Russell Investments' James Mitchell explores.

Asset allocators are interpreting mixed signals from across the globe, but there are concerning signs of overheating in UK property and infrastructure assets, says Cornelian's Hector Kilpatrick