Analysis

Stocks driven by buoyant UK consumer spending will the biggest contributors to strong returns this year, according to Trevor Green, head of UK equities at Aviva Investors.

Eclectica founder Hugh Hendry rounds off our special series of interviews by explaining how investing is an ideal outlet for his "profound" creative energy.

In the penultimate video of our series, Eclectica founder Hugh Hendry explains why the team does not fear being wrong when making calls for the portfolio.

In today's video, Eclectica's Hugh Hendry discusses his changing views on financial sector regulation since the collapse of Lehmans, and how the fallout from the financial crisis has impacted investors' view of markets.

Clare Flynn Levy, CEO and founder of Essentia Analytics, argues understanding how behavioural bias negatively impacts investment decisions enables fund managers to identify their behaviours and refine their investment processes.

Ian Overgage, director of FE Kii Hub, explains why the industry may not be ready to meet the regulator's 2016 deadline for the introduction of key information documents for PRIIPs.

Eclectica founder Hugh Hendry explains why Japan should still be a mainstay of investors' portfolios, and why he would not be surprised if the country is pushed into more radical actions in the future.

Topping up exposure on weakness

As Sam Morse celebrates five years at the helm of the Fidelity European Values trust, he talks to Katrina Lloyd about why QE is an "easy" option, why one rule doesn't fit all in China and his outlook for dividend growth in 2016.

In today's video, Eclectica founder Hugh Hendry tells Lawrence Gosling why he is feeling a lot more optimistic about prospects for the global economy as many investors are so morose.