Complacency has taken hold of credit markets, with investors giving short shrift to credit risk, argues Kleinwort Benson bond head Fadi Zaher.
The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.
When a sector slumps in the stock market, investors look to analysts and forecasters for clarity. But the real insiders are the company management teams. Eugene O'Neill explains what mid-cap leaders have been telling the market.
Steam came out of US technology stocks earlier this year, as investors pricked at what may have been a bubble. FOURPOINTS' Benoît Flamant analyses the sector's prospects five months on.
In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.
The Big Question: Which small funds are your hidden gems?
Sluggish growth in the US has led the Federal Reserve to question whether the economy is struggling with ‘economic hysteresis' - when a recession permanently damages growth potential. The issue could have huge implications for monetary policy and equity...
Fund boutique Alquity has launched a concentrated emerging market equity fund investing in stocks that meet its responsible investment criteria.
Vietnam and Romania are prime candidates for an upgrade to the coveted emerging market status, and could soon follow in the footsteps of the UAE. Charlemagne's Bokor-Ingram explains why.