Feature

Relative value strategies useful

Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.

Ardevora's Jeremy Lang explains why he continues to have a nervous view towards many sectors and sticks to his 'lower risk' principles when it comes to investing.

RBC's James Jamieson argues too many investors still believe dividends imply a stock must be 'ex growth'.

US dollar strength, weak commodity prices and fears of a hard landing in China have made 2015 another difficult year for emerging market investors, so what next?

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.