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Two small-cap sectors set to soar under Trump

Citywire AA-rated manager looks for growth areas off the back of regulatory reform.

Comgest CEO: why I wish MiFID II was stricter

Head of French asset manager calls for greater clarity on key topics.

Lipper: what links Berkshire Hathaway & the Art of War?

The Wall St veteran digs into military history to unearth a familar strategy at play.

A-rated Leaviss: inflation remains the dog that isn’t barking

M&G’s head of retail fixed interest says investors should be worried about US inflation.

Brazil's reform bounce was over-hyped, says A-rated EM chief

Newton IM’s Rob Marshall-Lee says the outlook for Brazil is less than rosy.

‘All hell will break loose’: EM insider on Brazil’s new crisis

Our man-on-the-ground gives his insight into the fallout from the country’s latest political corruption scandal.

Oil price shouldn’t concern GCC investors, says bond veteran

Franklin Templeton regional specialist believes policy response not resources should be the priority.

The healthcare sector heading for a transformation

A-rated Stefan Blum believes reduced surgical risks is proving a winner for investors.

Lipper: why I'm focusing on China..and so should you

Comey's firing is simply too short-term to matter, warns the veteran investor, as the EM power player is here for the long haul.

Merger arb specialist: the downside of AM consolidation

TIG Advisors’ Drew Figdor reveals why he isn't rushing to pounce on mega-mergers.