Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
With the property sector posting its strongest quarterly returns in three years and retail sales and wages on the up, are the foundations being laid for a retail property boom?
In a reversal of fortune, economic headwinds are triumphing over increasingly popular high yield bonds as investors ready themselves for a rising interest rate environment.
Schroder Income Growth trust manager Sue Noffke has been reducing her exposure to large cap defensives in favour of undervalued mid cap names.
What's in store for China after the disappointments of 2013?
Sentiment towards European equities has reached a six-year high, according to the Bank of America Merrill Lynch Fund Manager Survey for October.
Gold has had torrid time of late, but is it about to change?
Emerging market equities have been suffering from investorss’ sell-off mindset for several months but where to next? Stay put or look elsewhere?
The board of Edinburgh Investment Trust may be “sympathetic” to management proposals from Invesco Perpetual if they centre around its new UK equity head, though analysts have said the fund’s mandate could be tweaked if Mark Barnett takes the helm.
You may have read a Sunday paper's take on how young Japanese people are holding off having babies, but putting the well-worn debates about demographics to one side, can investors really 'play safe' in Japan?
The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.
Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.
