Analysis

Evidence of a moderate slowdown in economic growth should not be feared as any pain as a result of China's rebalancing will be manageable in the long term, says Mark Williams, co-manager of the Liontrust Asia Income fund

US unemployment rate has fallen to the level considered to be the point at which wage levels should start to pick up - and consumer discretionary stocks will be the ones to benefit, according to Nick Ford, manager of the CF Miton US Opportunities fund...

Even if Greece finally leaves the single currency, the financial shock will be both manageable and short-lived as European equities have already started their QE powered rebound, says Paul Wild, manager of the JOHCM Continental European fund

Dan Nickols manager of the Old Mutual UK Smaller Companies fund, asks if UK smaller companies should realistically be trading at a discount to their large cap peers

Choosing stocks with reliable growth and yield and not too much risk is becoming harder for managers, explains Ciaran Mallon, fund manager at Invesco Perpetual

There is no longer any value in the Chinese A-shares market, according to EFG Asset Management's China fund manager Mansfield Mok.

GAM Star Credit Opportunities

In his book The Success Equation: Untangling Skill and Luck in Business, Sports and Investing, Michael Mauboussin, head of global financial strategies at Credit Suisse, outlined an intuitive method for judging whether the outcome of a particular activity...

Kevin Corrigan, head of fundamental fixed income at Lombard Odier Investment Managers, says the conventional approach to bond investment can act against the interests of investors. Is it time for a new approach?

Stock markets' positive reaction to the European Central Bank's quantitative easing programme proves that UK investors are not being swayed by headwinds facing the country, says Alan Custis, manager of the Lazard UK Omega fund