Surprise, surprise! Asia earnings have really improved
After several years in the doldrums analysts are upgrading their forecasts for corporate profits, says Ayaz Ebrahim of JPMorgan Asian.
Impax: even Trump can’t stop the march of renewables
Impax Environmental Markets manager Bruce Jenkyn-Jones says even Donald Trump’s policies can’t stop the economics driving renewable energy take-up.
Invesco's Mustoe: Europe is the standout opportunity
Invesco Perpetual Select Global Equity Income manager Nick Mustoe explains why European cyclicals look attractive.
Why Coke really is it for dividends and growth
Toby Ross, deputy manager of Scottish American, explains the big attractions of the investment trust’s top holding in iconic soft drinks company.
Hugh Young: Standard Life merger is ‘quite reinvigorating!’
A rebound in Asia and merger of Aberdeen Asset Management and Standard Life has rejuvenated 59-year-old star investor
BlackRock's Holl: expect oil price volatility through to 2018
Tom Holl expects volatility in the oil price and explains why he does not see China as a red flag.
New City's Crayfourd: why gold is so important
Crayfourd also talks about the potential impact of Trump’s presidency on renewable energy.
Mercantile sheds Brexit caution and splashes cash
After hoarding cash ahead of the Brexit vote last year, Mercantile manager Guy Anderson has increased borrowing, with bet on industrial stocks.
The obscure Vietnam fund that jumped 69% last year
VinaCapital Vietnam Opportunity is one of the more specialist investment companies we have looked at. Manager Andy Ho tells us more.
JP Morgan's Baker: where I find the best income opportunities
John Baker, manager of the Elect Managed Income trust, also outlines his views on bond proxies and dividend sustainability.