Equities

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.

Nigel Beidas, co-manager of the Marlborough Extra Income fund, takes a closer look at headwinds and tailwinds for UK companies.

The most recent global economic data suggests a general softening in growth activity - led particularly by Europe.

The gloss has come off the emerging markets' story in the past year or so. Performance has disappointed, and of the BRIC countries, only India appears to be a story investors want to talk about positively.

China will likely ratchet up the stimulus further, and alongside this week's launch of the Shanghai-Hong Kong Connect programme, Chinese equities could speed ahead, explains ETF Securities' Nitesh Shah.

The ‘exploitable anomalies’ revealed by political uncertainty

Wage inflation has been considered the missing piece in the US economic recovery. But waiting for wage rises before raising rates will be a grave policy error, argues Toby Thompson from Brooks Macdonald Funds.

Investors have punished stocks with even small exposure to Russia, while disregarding political risk closer to home, argues NewSmith's Jean Maigrot. He explains which sectors investors ought to be long and short.

The AIM market has been battered this year, dragged down by falls of more than 50% in some of the index heavyweights. Hargreave Hale's Oliver Bedford highlights two lesser-watched stocks lighting up the market.

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.