Analysis

Jeremy Gleeson, manager of the AXA Framlington Global Technology fund, gives an overview of prospects for the US technology sector.

The lower percentage of European stocks setting new 252-day highs suggests the region's markets are teetering on the edge of a correction, explains Artemis European manager Mark Page.

Bond investors have expressed concerns over "aggressive" terms and conditions that are increasingly being imposed by issuers of floating rate loans.

Manager of Global Dividend fund sells Nestlé and Coca-Cola in favour of ‘pure' emerging market exposure.

Emerging market investors are misguided if they believe they can buy both long-term winners and growth companies, according to BlackRock's Sam Vecht.

Asian markets are shifting from a growth to value focus, and investors could reposition accordingly, explains BlackRock's Andrew Swan.

The relative weakness in the small-cap market shows the market is having trouble digesting the extraordinary level of recent equity issuance, explains Franklin Templeton small cap manager Richard Bullas.

Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.

More private equity firms are looking at buying up wealth managers as a coming savings shake-up boosts the sector's appeal, according to Ashcourt Rowan CEO Jonathan Polin.

Firms raced to announce plans for initial public offerings (IPOs) this week, despite increasing concerns about the valuation of shares in the newly-floated companies.