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The UK defence sector looks a likely beneficiary from a change in priorities at Westminster

Rising interest rates are kryptonite for emerging markets, but if you're willing to endure a rough ride the absolute and relative valuations are compelling

The reclassification of natural gas as a renewable energy source has wider implications for the sector

Fresh-faced investors regularly access chat rooms and bulletin boards but caution is advised

Investment options in the water industry are set to multiply due to population pressures and changing weather patterns

The deteriorating security situation between China and Taiwan could hasten an expansion of semiconductor manufacturing in the US

Investors should consider reappraising the agricultural sector in view of market disruption

It's not enough to change the paradigm – digital disruptors still need to identify their optimal business models

Distillers may well cope better with rising input costs due to an increased focus on 'premiumisation'

The relative stability of a much derided benchmark is apparent as economic conditions deteriorate