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In our view, now, more than ever investors need to choose their bond strategies carefully.

Portfolio Adviser‘s readers invest in markets not economies but they cannot ignore the economic outlook for the countries in which the funds/companies they invest in operate and derive their earnings. So when The World Economic Forum says the key to improving global economies will be productivity improvements and private sector investment then investors should be…

The relative underperformance of emerging market equities since the start of this year can be attributed to growing pains, says North Investment Partners’ John Husselbee, but the longer-term outlook is still encouraging. For part two, click here

North Investment Partners’ CEO John Husselbee discusses the balance between low cost and top talent and getting the best performance from funds. For part three, click here

Advisers’ investment propositions must come first now, says North Investment Partners’ CEO John Husselbee, and using one platform to access it just won’t cut it.  

In his latest edition of the Thomas Report, Nigel Thomas discusses how the UK companies he is investing in are benefiting from exposure to fast growing overseas markets, his recent trip to India and the fresh insights this has brought to his stock ideas and the investment opportunities presented by developments in the oil and…

Don’t ask the question unless you want to hear the answer: Someone should have told this to the FSA (now FCA) when it surveyed financial services firms for their opinions of the regulator. Soapboxes at the ready?  

Investec Cautious Managed Fund portfolio manager, Alastair Mundy, talks to Jeff Prestridge of the Mail on Sunday, about the key Contrarian themes and positioning within the Fund.

Nicolas Trindade, Fund Manager of the AXA Sterling Credit Short Duration Bond Fund discusses his investment approach and how the Fund aims to provide investors protection against downside risk.

Andrew Harradine, head of mutual fund research at EFG Asset Management, tells Gary Shepherd why he’s started cutting US equities exposure despite seeing some attractive opportunities in large cap value equities, especially financials. He names what he sees as the standout fund in this asset class. For part two, click here  

EFG’s Andrew Harradine explains why Asia, particularly China, offers the best prospects in emerging markets. He outlines a strong valuation case for the renminbi, and picks out his favourite fund for investing in this story. For part three, click here  

Opportunities may be looking scarce in fixed income, but EFG’s Andrew Harradine singles out areas of value, and explains how he is dealing with duration risk in his bond allocation.