Markets

With many asset classes overvalued and volatility increasing, James Burns, head of multi-manager at Smith and Williamson, explains why he has turned to a global macro hedge fund for portfolio protection

How to protect against another Lehman

Madhav Bhatkuly, manager of the GAM Star India Equity fund, explores whether India's aims to slash red tape and install new trading laws across districts will be enough to ensure business productivity remains on track.

Bulking up and diversifying out

London and Capital's Daniel Freedman talks to Dan Jones about the future of model portfolios, the group's decision to move further up the wealth scale, and its expansion plans.

Peter Fitzgerald, head of multi-asset at Aviva Investors, analyses the growth prospects for developed and emerging markets and the impact of future central bank actions.

Now is the time to take a defensive stance

UK equity managers Simon Brazier and Clive Beagles have turned more positive on Vodafone, snapping up shares in the company three years after they both cautioned about the telecom's prospects.

An uncorrelated, long/short outperformer

How can the Fed solve the interest rate conundrum?