Analysis

Significant progress has been made in the run up to change negotiations in Paris this month, but where are the investment opportunities that will benefit from reducing carbon emissions? Alliance Trust's Mike Appleby explores the implications for investors...

Antoine Lesné, head of ETF sales strategy EMEA at State Street Global Advisors, analyses what an interest rate hike by the Federal Reserve would actually mean for investors, and how they should be positioned.

Impact of digital technology and price pressures

Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately.

Still positive on prospects

In the second of a series of daily videos, Lawrence Gosling speaks to Eclectica Asset Management founder Hugh Hendry about the impact of QE programmes across the globe.

Bleak future for hedge funds

As 2015 draws to a close, Japan watchers have grown increasingly concerned the country's reform programme, or Abenomics, is failing to kick-start the economy. Despite unprecedented amounts of monetary stimulus, GDP growth estimates for Japan have lagged...

In the first of a short series, Lawrence Gosling speaks to Eclectica Asset Management founder Hugh Hendry about his investment approach and market views.

While US interest rates seemingly remain unchanged, the tightening of the shadow funds rate equates to six conventional policy rate increases since the start of 2015, says Hinesh Patel, co-manager on the Old Mutual Global Bond fund