Feature

January is famous for containing the most depressing day of the year. But the New Year malaise seems to have gone further this year, infecting equity markets and leaving investors nursing multiple headaches.

Dramatic falls in Chinese equity markets have caught the headlines again early in 2016, as the bubble in Chinese domestic equities continues to deflate.

Japan remains a cyclical market due to its large exposure to global manufacturing sectors relative to other major markets, as well as relative to its own economy.

The very different economies grouped under the emerging markets label offer contrasting prospects for investors. India, for example, continues on a gradual reform path and we believe its outperformance is not a quirk and should continue.

With the help of the dividend component in the total return equation, US markets posted their eighth consecutive positive return in 2015, making this bull market which started with the quantitative easing of 2009 go uninterrupted, despite the intra-year...

Following the long awaited interest rate rise in the US last month, the Federal Reserve might be under less pressure to raise rates over the coming months.

Julian Mayo, co-CIO of Charlemagne Capital (UK), discusses the outlook for Malaysia following his recent visit.

The past four years has seen analysts forecasting double digit earnings growth for Europe then gradually revising these expectations to zero (or negative) each year.

Tineke Frikkee, manager of the Smith & Williamson UK Equity Income fund, says careful stock selection will be even more important in 2016.

Investors searching for sustainable and structural growth opportunities can still find a more attractive combination of earnings growth and value outside the FTSE 100, according to Fraser Mackersie is manager of the Unicorn UK Growth fund.