News Analysis

Strong US data in the past few weeks has encouraged investors holding large US positions, but does tightening monetary policy spell trouble ahead for emerging markets?

J.P. Morgan Asset Management's Neil Gregson is backing a pair of oil producers in Iraqi Kurdistan as a contrarian buying opportunity.

As pressure grows on banks to restart lending activities, buyers are warning the window of opportunity on private lending funds may soon be closing, writes Julia Rampen.

The BRICs have made something of a comeback this year following a 2013 many investors in the regions will want to forget, but which country now offers investors the best prospects?

Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?

Fund managers have backed financials, retailers, and housebuilders to benefit following the latest move down in UK inflation.

Many popular absolute return funds targeting low volatility are in danger of registering annual losses. What can managers do to turn around performance?

Aviva Investors has raised its annual forecast for returns from commercial property to 8.9% over the next five years, despite the threat interest rates may rise as early as this year.

Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.

Andrew Swan, manager of the newly launched BlackRock Asia Special Situations fund, has rotated away from growth stocks in the view they are overpriced, turning to value companies instead.