Analysis

Kenichi Amaki, portfolio manager at Matthews Asia, argues investors focusing on Abenomics and GDP growth are missing the 'bigger picture' of Japan capitalising on demand from within Asia.

Delegates at Investment Week's recent Bond Briefing gave their views on duration positioning, convertibles and the insurance sector.

Townsend Lansing, head of short/leveraged and FX platforms at ETF Securities, explains how currency hedging in the ETP space can be used to exploit market dislocations

Taking an index agnostic approach to investing in emerging markets can be much more profitable over time than simply focusing on the index.

Alternative assets have dominated investment trust fundraising in 2015. A significant portion of the record net £3.9bn raised since the start of the year to 14 September was allocated to higher-yielding vehicles in areas including specialist debt and...

Michael Hasenstab, executive vice president and chief investment officer for Templeton Global Macro Group, gives his assessment of China's true debt levels.

Asian equity managers are remaining optimistic on the outlook for China, dismissing investor concerns the country is heading towards a hard landing, despite third quarter GDP growth being the weakest since the financial crisis.

Vishal Bhatia, co-manager of the JOHCM UK Growth fund, explores the companies deploying available surpluses to invest in themselves

All data is from FE Trustnet to 7 October 2015, unless stated.

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