Equity markets

Richard Bullas, who co-manages the £193m Franklin UK Smaller Companies fund with Paul Spencer, said performance this year has been driven by companies at the bottom of the small-cap spectrum, but above the micro-cap space.

Buys into Latin American fund

Companies in the US are feeling the pressure. The slowdown in global growth, for one, has had an impact on demand says Martin Currie's Tom Walker.

Liontrust AM's Shashank Savla discusses his outlook for the Indian equity market following the latest state elections and as the reform pace slows down.

Structural over-capacity and falling productivity in many once-booming sectors means the Chinese economic model is now in crisis, Barry Norris, founder and CEO of Argonaut Capital.

Europe is benefitting from a valuation discount to the US in terms of P/E and dividend yield, as well as an improving outlook overall.

Oil companies and miners have bounced because they fell so far, so fast

Special Sits outperformed this year

I do not want to be awkward or deliberately contrarian but has anyone noticed US equities look expensive again?

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