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Lucy Macdonald, co-manager of the Brunner investment trust, says investors need balanced portfolio exposure and valuation discipline to take advantage of short-term opportunities.

With many asset classes overvalued and volatility increasing, James Burns, head of multi-manager at Smith and Williamson, explains why he has turned to a global macro hedge fund for portfolio protection

Beating the US market will remain a challenge for active managers until the Federal Reserve's policy on interest rates is clear, according to RWC's Mike Corcell, manager of the long/short US Absolute Alpha fund.

As the Greek government once again fails to make a breakthrough in its negotiations with the IMF and EU, Barry Norris, founding partner at Argonaut Capital, argues it is time to let Greece go, especially as a 'Grexit' is much more manageable now

Cazenove Capital CIO Richard Jeffrey examines the scenarios with the greatest 'potential to sting' fixed income investors.

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close

Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.

Three themes driving global markets

Saunderson House's Joe Smith takes a closer look at drivers for the dollar this year and what could potentially derail its strong run.