Equities

'How we handled the European sell-off'

As China's economy continues to slow, the World Bank has warned Vietnam and South Korea could snap up more of China's share of the global export market. Annabelle Williams reports.

AXA's Nigel Thomas has increased his interest in Shell, despite many oil names being rocked by a 30% fall in spot prices this year.

With 61% of UK dividends paid from just 15 companies, Talib Sheikh, manager of the JPM Multi-Asset Income fund, explains why investors should look to REITs and credit for global diversification.

Investors and fund buyers are increasingly backing Japanese equities as the country boosts its QE programme, and rotates its national pension fund towards domestic equities.

Fewer than 20% of actively managed US large cap equity funds assessed by Bank of America Merrill Lynch (BofA ML) have outperformed their benchmarks so far this year, the lowest level in a decade.

The US economy added 214,000 jobs last month, less than forecast by economists but widely viewed as a sign of a continuing recovery.

Big on small

Georgia, Senegal, and Ghana could be the next candidates to be upgraded to MSCI frontier market status, according to LGM Investments' Thomas Vester.

China's plans to widen access to its A shares market for international investors have been held back, but rules are set to be relaxed soon. Hermes manager Jonathan Pines explains why he has been loading up on A shares in anticipation.