Analysis

The growing influx of overseas investors into the London stockmarket is providing opportunities for UK multi-cap managers to find overlooked 'valuation anomalies' further down the market-cap spectrum.

Diversifying portfolios

The Borsa Istanbul index may have rallied over 5% on the back of the Justice and Development Party's (AKP) surprise win in Turkey's general election on 1 November, but fund managers have warned caution is still needed when investing in the country.

Geoffrey C. Hsu, partner of OrbiMed and manager of the BiotechGrowth trust, assesses the key drivers for the sector in 2016 and beyond.

With some companies unable to generate the necessary earnings growth to continue increasing dividends, Gervais Williams, manager of the Miton MicroCap trust, explores the options for investors to ensure their portfolios continue to generate a rising income...

With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status

With concerns surrounding global growth, Peter Hewitt, manager of the F&C Managed Portfolio Income trust, highlights the trusts set to benefit from the UK being the fastest-growing G7 economy.

US Congress needs to agree a new debt ceiling limit this month if the economy is to avoid a significant growth hit, according to Architas CIO Caspar Rock.

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.