when elephants fight
This old African proverb is what Bestinvest's Gareth Lewis uses to characterise the shifting power between China and Japan.
Profiles & Comment
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leading the charge
Old Mutual's Ian Heslop looks at the surprising sectors investors are favouring in the US.
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kernohan tackles carney conundrum
Royal London Asset Management's Ian Kernohan explains the conundrum Carney's forward guidance is tasked with solving: why has UK employment been so strong and output so weak?
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carney rate promise
Coutts' Alan Higgins looks at the impact Carney's forward guidance will have on savers and investors.
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commodity contrarian – seize the opp
Gatemore Capital Management's Liad Meidar says the reasons for taking a long-term position in commodities have not vanished.
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rising to the challenge
Paul Brain, head of fixed income at boutique manager Newton, admits value in bond markets is getting harder to find, but insists that for the well-initiated it is still there.
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keeping track approaches to index
L&G's Dan Atwood looks at three different ways of tracking an index and weighs up the pros and cons of each.
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2 per cent growth in Europe
Has PSigma IM's Thomas Becket had too much fine Italian wine, or are his predictions for 2% growth in Europe next year achievable? Read on to see what you think…
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The Euro muddles through
John Redwood, Chairman of Investment Committee at Evercore Pan-Asset takes a look at the European market.
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the investor trackers
Closed-ended trusts have weathered well since the arrival of RDR with some pleasant surprises among those on a premium or at a discount
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Bounceback UK
Richard Watts, manager of the Old Mutual UK Mid Cap Fund, takes a look at what has changed in the UK equities market in the recent past.
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Why are UK equities booming
Richard Watts Manager of the Old Mutual UK Mid Cap Fund takes a look at what has changed in the UK equities market in the recent past.
