CF Ruffer Equity & General

Are the dangers of a bond bubble real?

Eli Pars, senior vice president and co-portfolio manager on the growth/fixed income team at Calamos Investments, talks to Lawrence Gosling about global convertibles.

In 2013, US stock prices ascended faster than underlying earnings. With corporate earnings growth ranging in the low to mid-single digits and most broad-based stock indices up over 30%, the bulk of the year's gains came from an expansion in the price...

Out of favour: Has the regulator lost interest in S166?

Cazenove Capital's Richard Jeffrey looks at what the European Central Bank's latest policy move means for markets.

The hunt for active return is still on and with more realistic pricing, hedge funds could be the answer, argues Neuberger Berman's Fred Ingham.

Tapping Asia and Latin America for emerging growth is increasingly becoming a crowded trade, and Africa is offering even better long-term opportunities, explains Nick Price, manager of the Fidelity Emerging Markets fund.

Is the pullback in mid-cap equities a sign the UK recovery is starting to flatline? Andrew Kelly, partner and investment manager at Cartesian Capital Partners explores the outlook for the UK.

Where are the top contrarian plays in the market currently?