politics

Apple and Irish government disputing claims

European fund managers are continuing to hone in on Italy's 'cheap' equity market, despite the poor performance of the country's banking sector in the EU's recent stress tests and uncertainty surrounding a key referendum in October which could cause more...

Liontrust manager Carolyn Chan examines the investment case for Thailand, which is a significant overweight in the group's Asia Income fund.

Regime change less of a threat

Trust reduces equity and sterling exposure

Bond yields at record lows

Concerns over Italian banks

India's economy has been running on the equivalent of Windows 98, making for slow, inefficient bureaucracy and disincentives to trade and investment.

A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.

Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.