Analysis

James Hamel, portfolio manager on the Artisan Partners growth team, looks at how to deal with foreign exchange volatility and find companies capable of resilience in this environment

As the Greek government once again fails to make a breakthrough in its negotiations with the IMF and EU, Barry Norris, founding partner at Argonaut Capital, argues it is time to let Greece go, especially as a 'Grexit' is much more manageable now

FE Trustnet's Joshua Ausden highlights how fund capacity impacts open- and closed-ended vehicles, and picks some standout performers.

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...

Scott McKenzie, investment director and manager of the Saracen UK Income fund, says the largest dividend payers in the UK market currently offer limited potential for growth, particularly as the strong dollar is masking inherent weaknesses in many business...

David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close

Despite the recent underperfomance of the small-cap sector, Gervais Williams, managing director of the Miton group and manager of the recently launched Miton UK MicroCap trust, argues in a world where growth has stalled, it can be a big advantage to be...

Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels