Analysis

Rising valuations in healthcare stocks have led to fears of a bubble. Newton's Stephen Rowntree outlines the fundamentals which support valuations.

Asian income is a game of two halves, with the region dividend between cash hoarding markets and those with an established dividend culture. Margaret Weir, investment director at Eastspring Investments spells out the best and worst markets - including...

The ever-faster treadmill of new issues in high yield gives plenty of scope for letting standards slide. Perhaps it is better to focus on established borrowers, argues Donald Phillips, manager of the Baillie Gifford's High Yield Bond fund.

In recent years, investing in Europe's periphery has often lead to very binary outcomes. Argonaut Capital's Greg Bennett explains how the region is cleaning up its act.

Gripes over lack of wage growth in the US are misplaced as most investors have failed to differentiate average wages from total wages. Brian Wesbury from First Trust Advisors explains the difference.

Although markets have come a long way from their crisis lows, markets feel as schizophrenic as ever, with investors agitated by rate rises and political concerns, says Jamie Hooper, manager of the AXA Framlington UK Growth fund.

Baillie Gifford UK Alpha fund's Gerard Callahan.

Chris Kitchenham, director at Walker Crips Stockbrokers, explains why he prefers closed ended funds for accessing frontier markets

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...