Dale Nicholls, portfolio manager of the Fidelity China Special Situations fund, explains why the fixation on China's headline growth figures needs to stop in order to focus on the country's reform agenda and e-commerce opportunities like Alibaba
Aberdeen Asset Management chief executive Martin Gilbert has met Google executives in a bid to better understand the technological challenges facing the fund industry, according to reports.
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.
On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.
The managers of the Threadneedle American fund are positioning for coming volatility through selective positioning in financials.
L&G UK Alpha trust manager Richard Penny has set a £500m cap for the fund as it rises up the performance tables.
What does the future hold for the wealth management industry?
Bravura is understood to be in pole position to win the technology contract to power Cofunds, following months of negotiations, in a switch which would see it replace International Financial Data Services (IFDS).