Feature

When investments deliver double-digit returns within a year, it is normal for investors to pause for breath and reassess the original investment thesis.

'We are citizens of the planet'

US equities have been very much the place to be in the past ten years. They have been a supremely performing asset class, driving the outperformance of developed markets.

UK equity income continues to look relatively attractive in a world of low interest rates and low bond yields.

At the moment, I am finding value in a number of pockets across the market - including the oil & gas, financials and telecoms sectors - but a lot of my recent positioning has been oriented towards increasing sterling exposure via a number of deep-value...

Karsten Bierre warns of dangers of 'picking the winners'

Despite outcome of French elections

Rob Drijkoningen, global co-head of emerging markets debt at Neuberger Berman, takes a closer look at the drivers of the EM recovery.

Corporate backdrop favourable

Remains positive on European credit