Analysis

Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes

The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund

Robin Hepworth, chief investment officer at Ecclesiastical Investment Management, explains why investors need to realise their is more to Asia than China

Polar Capital Global Financials trust manager Nick Brind is backing smaller banks to outperform, and predicts a significant boost to financial sector dividends this year.

Shell's planned £47bn takeover of BG Group could present ethical funds with a new dilemma as it removes one of their largest potential investments.

Concentration risk: Is Shell the new Apple?

Economists have been emphasising the need for eurozone economies to start behaving more like those of the UK and US, but in reality the region is becoming more correlated with Japan than ever before, explains Chris Bailey, European strategist at Raymond...

Emerging market countries are home to some of the most rapidly innovating tech companies, which will become serious challengers to global tech giants when they start exporting their services, says Tom Record, co-manager of the Majedie Global Equity and...

With over €1trn of euro area debt maturing in one year paying a negative yield, Thomas Samson, portfolio manager at Muzinich & Co, analyses the options for bonds investors in Europe

There are two other factors, aside from wage growth, that could support growth in Japan, says Michael Stanes, investment director at Heartwood Investment Management