Analysis

The credit cycle is in the expansionary phase - typically when companies dabble in a little more financial engineering. Credit risk must return to top priority, argues Matt Eagan from Loomis Sayles.

Sizzling market returns have given many investors the feeling that US stocks are overvalued. But judge market gains by earnings, and this is just not the case, explains J.P. Morgan's Paul Quinsee.

UK defensives have been en vogue, but are cyclical stocks - bashed by sterling strength and de-ratings - even worth a look? SVM's Neil Veitch reports.

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

Natural resources

The eurozone is on the edge. But why would any investor bet against the ECB, and its fervent efforts to revive Europe? Amundi's Olivier Baduel explains.

High Yield opportunities

Where is the value in US equities?

After decades of superb growth and dividend payouts, the supermarkets have encountered an epic adversary. Is it curtains for income investors? Or are there alternatives to battered banks, insurers and oil companies? Walker Crips' Chris Kitchenham explores....