Analysis

The market is pricing disinflation in to longer-dated government bonds, and rather than causing concern, this trend will be positive for markets, argues John Stopford, co-head of Investec Asset Management's multi-asset team.

For several years investors have looked at energy stocks through the spectrum of the US shale gas revolution. But the ISIS insurgency threatening Iraq is providing a reminder that oil security is a real concern, explains Guinness Global Energy manager...

Shareholders are pushing for corporate investment to spur topline growth. But poorly invested cash could pose a risk to markets, explains Neuberger Berman US manager Charles Kantor.

Investors concerned that Japan's economic revival has run out of steam should look to the emergence of corporate capex and wage rises for hope, explains SuMi Trust's Genzo Kimura.

Sectors are less relevant than they used to be as wealth managers focus on client goals, Rayner Spencer Mills' Geoff Mills tells Laura Dew.

India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.

Cornelian's David Appleton outlines the impact of last month's package of ECB measures on currencies, bonds and equities.

This year's test for active managers has been the sharp sell-off in mid-cap stocks, as many managers focus on this area for stock picking.

There are three main actors driving the irrational behaviour we so often see in equity markets; company management, analysts and investors. Each group can fall into bias, but the circumstances and the types of biases are different.

High yield has caught everyone by surprise this year in two respects.