Domestically-oriented stocks have helped power significant gains for UK markets this morning, as investors responded positively to news of a Conservative election win.
Welcome to the second chapter in the exciting four part series from Standard Life Investments, highlighting the opportunities in emerging markets.
Managers pick their top alternative assets
Shell's planned £47bn takeover of BG Group could present ethical funds with a new dilemma as it removes one of their largest potential investments.
Concentration risk: Is Shell the new Apple?
The ten funds getting biggest boost from BG deal
UK-listed energy stocks have rallied strongly in early trading as investors look for more M&A activity in light of Shell agreeing a £47bn takeover of BG Group.
Given their recent years of easy credit and higher oil prices, US shale companies may struggle to adapt to the fall in oil prices seen over the past six months, says Jonathan Waghorn, co-manager of the Guinness Global Energy fund
Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.
The opportunities to make big returns in clean energy are growing but the routes to investment remain limited, explains Martina Turner, manager of the VAM Accessible Clean Energy fund