If the US - the world's importer of last resort - is going on an export drive, the implications for Asia may be profound, writes Aberdeen's Hugh Young.
Investing in the equity income sector offers a compelling way for investors to participate in the emerging trends of positive corporate cashflow and improving earnings momentum, says Karen Robertson of Standard Life Investments.
In a St Patrick's Day special, Gartmore's Gervais Williams says despite the decline of the Irish economy, things are starting to look more positive.
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
JPM manager achieves top returns with ‘two-dimensional' approach to investment
Standard & Poor's Andrew South on European structured finance downgrades
Pictet's Denis Schmidli says megatrends can help the discerning investor find opportunities in long-term growth sectors
Marlborough's Jeffrey Lum says the technology sector can offer handsome returns for investors
When it comes to structured products, transparency is the name of the game with providers increasingly building in additional protective measures by packaging their funds as Ucits III Oeics, writes Martin Morris
Paul Burgin says growing numbers of advisers and wealth managers are building their own bespoke structured products