Analysis

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.

The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.

When a sector slumps in the stock market, investors look to analysts and forecasters for clarity. But the real insiders are the company management teams. Eugene O'Neill explains what mid-cap leaders have been telling the market.

Steam came out of US technology stocks earlier this year, as investors pricked at what may have been a bubble. FOURPOINTS' Benoît Flamant analyses the sector's prospects five months on.

In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.

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