Analysis

BlackRock Continental European Income

The tide has turned against mid caps as tourists have retreated and investors head to mega caps for yield. But with lower prospects for growth among FTSE 100 stocks, should investors be favouring mid caps again? Ecclesiastical's Andrew Jackson investigates....

The equity bull run is getting long in the tooth and managers are being complacent about the rising risks, argues Stephen Lamacraft from Woodford Investment Management.

Credit risk seems to have taken a back seat recently, with even Lufthansa's junk-rated bond being massively oversubscribed. Using a metric like the Moody's Analytics expected default frequency measure could help passive allocators manage credit risk,...

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.