Analysis

Threadneedle UK equity manager highlights market over-optimism, prompting series of changes on portfolios that bring sector-beating returns

Franklin Templeton's US Opps manager confident over long-term performance despite poor six months, believing growth stocks will lead market out of downturn

More defensive small-cap managers, particularly those avoiding Aim, have topped peer group over three years with SLI's Harry Nimmo at peak

I'm hearing a lot about emerging markets 'decoupling'. What's that about? It is becoming increasing...

Economists attack assumptions underlying Darling's Budget, claiming expectations of a rebound in 2009 look optimistic in light of current market data

Ex-Odey manager George Lee believes agriculture companies boast greatly improved returns after 35 years of underinvestment in the sector

Robertson's large-cap shift in 2006 helped weather storms, and he is seeking cheap quality stocks during downturn

Group's under-fire European manager blames out-of-favour industrial cyclicals for recent underperformance, expecting better fortunes when M&A activity returns

Following the Bear Stearns takeover, Sunil Krishnan, of BlackRock's Asset Allocation and Economics Team reviews the week's markets and gives BlackRock's outlook for weeks ahead.

HM Treasury expecting 20 out of 30 property funds will convert to Oeics, but most groups are only keeping situation under review for now