Analysis

Asian markets are shifting from a growth to value focus, and investors could reposition accordingly, explains BlackRock's Andrew Swan.

The relative weakness in the small-cap market shows the market is having trouble digesting the extraordinary level of recent equity issuance, explains Franklin Templeton small cap manager Richard Bullas.

Spain is still a risk-on play, but its restructured banking sector provide a good way to play the recovery, explains Mirabaud's Antonio Hormigos.

More private equity firms are looking at buying up wealth managers as a coming savings shake-up boosts the sector's appeal, according to Ashcourt Rowan CEO Jonathan Polin.

Firms raced to announce plans for initial public offerings (IPOs) this week, despite increasing concerns about the valuation of shares in the newly-floated companies.

Investors sound warning as hot money flows into property funds

Michael Ulrich on UK Growth

Ciaran Mallon on UK Income

David Vickers on Japan

Sunil Asnani on India