Feature

David Saunders, founding managing director of K2 Advisors, Franklin Templeton, explains how an allocation to hedged strategies can help investors outperform.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Oil companies and miners have bounced because they fell so far, so fast

The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.

Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.

Follows confused market messages

GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.

IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.

Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.