Analysis

Fresh back from a trip to Asia, Mirabaud Asset Management's Daniel Tubbs takes a look at the political and macroeconomic positions of 'the Switzerland of Asia' - Singapore - and Thailand.

All boats rose with the tide in the recent frontier market rally. But for more discerning investors, Nigerian banks, Saudi Arabian healthcare and the Pakistani stock market all stand out as innovative ways to play the next market leg-up. Duet manager...

This week Japan's prime minister Shinzo Abe returned with a ‘third arrow' plan for structural reform. Wether his plans succeed remains to be seen but other factors mean sustained recovery is on the cards for Japan, says Andrew Rose, manager of the Schroder...

The biotech sector has stumbled in recent months as investors have moved to take profits on the industry's boom. Daniel Koller, manager of the BB Biotech fund, outlines the new breed of drugs set to push the sector higher.

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.