Analysis

Asia

Can Hermes challenge First State and Aberdeen in Asia?

Can Hermes challenge First State and Aberdeen?

clock 24 February 2015 • 3 min read

UK

Investors fear double election will prolong UK political risk

The possibility of two separate general elections in the UK this year is causing concern for fund managers, who say it could lead to prolonged turmoil for equities and sterling in 2015.

clock 24 February 2015 • 2 min read

Investment

Are you positioned for interest rate rises or cuts this year?

Are you positioned for rate rises or cuts this year?

clock 23 February 2015 • 10 min read

Currencies

Should investors still treat the eurozone as a single investment region?

Single investment region?

clock 22 February 2015 • 3 min read

Europe

How significant is Ukraine ceasefire for Russian markets?

How significant is Ukraine ceasefire for Russia?

clock 22 February 2015 • 4 min read

Economics

Investec's Mundy: Fund performance skewed by benchmarks and survivorship bias

Fund performance skewed by benchmarks

clock 22 February 2015 •

Investment

The Contrarian Investor: Eyes down for Election 2015

Eyes down for Election 2015

clock 20 February 2015 • 4 min read

Investment

No identity: Greek woes still hinder Europe

No identity: Greek woes still hinder Europe

clock 20 February 2015 •

Asia

From exports to innovation: China and Japan under the spotlight

From Japan's labour troubles to the expansion ambitions of China's online giants, Baillie Gifford's Asia managers Matt Brett and Roddy Snell explain the key themes facing Asian investors this year - and the stocks to watch out for.

clock 20 February 2015 •

Investment

Mobius: Volatility now the biggest concern

Incredible swings in stock prices since the oil price dropped means volatility should now be investors' main concern, says Mark Mobius from Franklin Templeton.

clock 20 February 2015 •
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