Analysis

A string of fines and legal costs has obscured banks' true earning power in recent years. Moreover, banks are now run by prudent risk managers, argues Tony Coniaris from Harris Associates.

The recent sell-off in high yield means opportunities in the 'rising stars', housing, and building materials sectors, explains PIMCO's deputy CIO Mark Kiesel.

Dividend growth will continue to disappoint the market unless some 'financial alchemy' comes in to play, explains Charles Luke from the Murray Income trust.

The election victory of President Joko Widodo has created an investment opportunity in Indonesia, according to SooHai Lim, manager of the Barings ASEAN Frontiers fund.

Brazil faces increasing uncertainty in the run-up to its election following the death of opposition leader Eduardo Campos last month.

India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.

Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.

In the week that Tesco admitted it had over-stated its first half results by £250mn, Invesco Perpetual's Mark Barnett warns investors should be especially vigilant over visibility of earnings.

The Big Question: Where are the opportunities in government bond markets now?

Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.