Analysis

There has been scant reward for investing in US airlines in the past, but a new focus on shareholder returns means airline stocks could soar, explains UBP investment specialist Cédric Le Berre.

Goldman Sachs' global equity team sees IT companies as main beneficiaries of improved tech infrastructure.

City Financial's Mark Harris has increased exposure to India following the election, despite concerns over the prospects for emerging markets if developed economies continue to wind up stimulus packages.

In 2013, US stock prices ascended faster than underlying earnings. With corporate earnings growth ranging in the low to mid-single digits and most broad-based stock indices up over 30%, the bulk of the year's gains came from an expansion in the price...

European peripheral debt has rallied this month, after the European Central Bank (ECB) cut interest rates and loosened monetary policy, but should investors cash in or buy more?

Aviva Investors' multi-manager team has said most active managers investing in UK stocks are failing to beat the FTSE All Share this year as overweights in mid- and small-cap stocks weigh on portfolios.

As the offer period on Neil Woodford's new fund comes to an end, Investment Week asks what he needs to do to beat the most successful launches ever.

The hunt for active return is still on and with more realistic pricing, hedge funds could be the answer, argues Neuberger Berman's Fred Ingham.

Tapping Asia and Latin America for emerging growth is increasingly becoming a crowded trade, and Africa is offering even better long-term opportunities, explains Nick Price, manager of the Fidelity Emerging Markets fund.

Is the pullback in mid-cap equities a sign the UK recovery is starting to flatline? Andrew Kelly, partner and investment manager at Cartesian Capital Partners explores the outlook for the UK.