Feature

With ethics and responsible investing becoming a core part of many investors' criteria, Investment Week asks which themes or stockpicks are standing out

After several years of bad news for the holders of open-ended but suspended life settlements funds, there is perhaps a glimmer of hope.

Emerging market weakness has been so pervasive that many are now extremely sensitive to any marginal positive change, says City Financial's Mark Harris.

A weak yen has raised input prices, which could squeeze company profits, says Michael Lindsell

Canada Life Investments' Eugene O'Neill also explores which UK stocks are paying above index yields

Since the start of the year, the investor risk aversion needle, led by equity market indicators, has moved to heightened levels, says Hermes Investment Management's Geir Lode.

Managers of bond funds have a reputation for being gloomy. Perhaps that is the price we pay for our repeated warnings about inflation, defaults and currency debasement, writes Artemis' James Foster.

Industry poses inherent risks

While many stocks within financials look fully valued, Alexandra Jackson and Jo Rands are turning to a specialist financial group.

Volatility created attractive entry point