Analysis

An annual investor study has revealed concerning attitudes to risk, key threats to retirement portfolios, and a potential fallout from the increasing use of alternative assets.

Jonathan Winton, co-portfolio manager of the Fidelity UK Smaller Companies fund, explains why under-researched stocks allow managers to look ahead for changes the wider market is likely to miss.

Newton Global Emerging Markets

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

CoCos: Too easy to ignore the risks?

Now let's debate the issues

Inflation: The elephant in the room

Neptune UK Opportunities fund

Counting the cost