UK debt

Could we soon see the return of MBS?

After decades of superb growth and dividend payouts, the supermarkets have encountered an epic adversary. Is it curtains for income investors? Or are there alternatives to battered banks, insurers and oil companies? Walker Crips' Chris Kitchenham explores....

The tide has turned against mid caps as tourists have retreated and investors head to mega caps for yield. But with lower prospects for growth among FTSE 100 stocks, should investors be favouring mid caps again? Ecclesiastical's Andrew Jackson investigates....

Credit risk seems to have taken a back seat recently, with even Lufthansa's junk-rated bond being massively oversubscribed. Using a metric like the Moody's Analytics expected default frequency measure could help passive allocators manage credit risk,...

A string of fines and legal costs has obscured banks' true earning power in recent years. Moreover, banks are now run by prudent risk managers, argues Tony Coniaris from Harris Associates.

Can artificial intelligence benefit the industry?

India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.

Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.

In the week that Tesco admitted it had over-stated its first half results by £250mn, Invesco Perpetual's Mark Barnett warns investors should be especially vigilant over visibility of earnings.