Analysis

Carl Stick, manager of the Rathbone Income and Heritage funds, explains why the future is looking rosier for many UK companies.

Emerging markets are on the cusp of a fourth wave of reform, and this will matter more than any monetary or fiscal policy changes ever would, explains RBC's Richard Farrell.

The dearth of value opportunities in Western equity markets alongside a host of other issues leaves emerging market equities as the last man standing. Should income seekers change their focus?

Jason Vaillancourt, co-head of global asset allocation at Putnam Investments and co-manager of the CF Canlife Total Return fund, on taking advantage of recent market volatility.

Simon Gergel, manager of The Merchants trust, explains why he is finding opportunities in mega caps and specific recovery situations.

Negative sentiment towards Europe's economic prospects has caused valuations in many cases to become very attractive, says Barings' Nick Williams.

After strong moves in high yield over the last six years, investors would be right to re-evaluate holdings. But are there any compelling alternatives? Russell Investments' James Mitchell explores.

Asset allocators are interpreting mixed signals from across the globe, but there are concerning signs of overheating in UK property and infrastructure assets, says Cornelian's Hector Kilpatrick

A strong dollar tends to foreshadow bad tidings in the global economy. From high yield, to emerging markets and even US interest rates, no corner may be spared the effects.

Banking stocks have underperformed at a time when they should be considered a prime investment. Instead, pseudo-banks are emerging as the real game-changers, says Walker Crips' Chris Kitchenham