Opinion

John Redwood, chairman of the investment committee at Charles Stanley, takes a closer look at some areas of concern for investors.

Geir Lode, head of global equities at Hermes and manager of the Hermes Global Equity fund, has identified five technology stocks that may not necessarily be 'empire-building' but still offer sustainable returns for shareholders.

Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates

For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...

A Greek tragedy and metaphorical fireworks in China have provided rich material for headline writers so far this year. Meanwhile in the UK, the economy is continuing to strengthen and companies are operating in an environment of little or no inflation,...

Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.

Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.

Why should we choose between value and growth?

The bitter truth about volatility

We are not awash with great books about the industry we work in, so any new ones are always worth a look.