MSCI

'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?

Vishal Bhatia, co-manager of the JOHCM UK Growth fund, explores the companies deploying available surpluses to invest in themselves

Rate rise could boost style

Focus on particular economic data points misses the extent of the change in China's economy in recent years.

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.

How important is the macro thesis on EMs?

Though often seen as less diversified than larger corporates, small-caps are coming up trumps as Europe's recovery continues, explains Antoine Lesne, head of ETF sales strategy EMEA at State Street Global Advisors

Prusik's Heather Manners is backing Vietnam as an Asian hotspot, as the country gears up to sign trade agreements, apply for MSCI membership and increase foreign ownership limits.

Fidelity is cutting the annual management charge on its £182m Asian Values investment trust, as it moves to a tiered pricing structure.

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.