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The past year has been characterized by very large swings in market sentiment for Japan equities. Increasing market volatility has coincided with short-term news linked to both comfort with and concern for the global cycle.

We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.

Martin Cholwill, Senior UK Equities Fund Manager, Royal London asset Management

With market volatility on the rise, consider a broad set of relative value opportunities across global markets.

With the Catalan crisis stalled, for now at least, all eyes have been on political risk in Italy and some arduous deal-making in Germany. After Sunday's result, Italy is likely to lurch into some frenzied horse-trading, but where will Merkel's new coalition...

Eaton Vance Emerging Markets Local Income (EMLI) strategy.

The original hedge against uncertainty

For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...

Over the past year markets have paid more attention to reflationary policies in Asia than earnings improvements. As a result, companies that have been growing the fastest—sometimes irrespective of valuations—have performed the best.

2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and BB Biotech's holdings in focus. The investment team expects new product launches...