Analysis

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

The recent election in Argentina marks the first step in finally opening the nation to investors and a brighter future for Buenos Aires and the wider country. Roberto Lampl, Alquity's head of Latin American investments, discusses the implications for...

Allianz GI's Simon Gergel explains how changes in macro and micro-economic factors could provide large-cap stocks with a significant boost in the coming years.

Liontrust AM's Shashank Savla discusses his outlook for the Indian equity market following the latest state elections and as the reform pace slows down.

Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting - or not - from the country's internationalisation and Shinzo Abe's three arrows reform agenda.

Investing in tech start-ups is one of the most exciting investment opportunity sets available at present. But the mesmerising potential investment rewards require a combination of many highly specialist skills, says Alexander Selegenev, executive director...

Kunal Desai, head of Indian equities at Neptune Investment Management, analyses what will be the real driver of the Indian investment story in 2016.