Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond....
Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.
The managers of the Threadneedle American fund are positioning for coming volatility through selective positioning in financials.
Healthcare will see ‘once-in-a-lifetime’ structural shift
'The biggest issue facing markets is Ukraine'
Polar Capital has launched a Healthcare Blue Chip fund as it expands the range run by Daniel Mahony and Gareth Powell's specialist team.
Investments in the healthcare sector have been on an upward climb in the last decade - but shares in drug companies are not the only way to play the sector. Kenneth Mackenzie from Target Advisers explains why the fundamentals for residential care stack...
Gemma Game, manager of the £380m AXA Framlington Health fund, has resigned from the group, Investment Week can reveal.
Rising valuations in healthcare stocks have led to fears of a bubble. Newton's Stephen Rowntree outlines the fundamentals which support valuations.
Newton Investment Management's veteran fund manager Iain Stewart said the past year has been the most difficult period he has experienced in almost three decades in the industry.