Equity markets

In the second part of our special feature, multi-asset managers explain their US positioning in the face of further market volatility as interest rate rises loom and the presidential election campaign enters its final months.

With the Chinese economy showing signs of stabilisation after rounds of monetary easing and fiscal stimulus, what does the remainder of 2016 hold for the country, asks Wells Fargo's Anthony Cragg.

Investors unconvinced

Advance from 2009 lows

The first quarter of 2016 saw a significant correction give way to a sustained rally as the situation in emerging markets and commodities moved from being intractable to seemingly containable, writes Man GLG's Henry Dixon.

Higher conviction approach

Nick Peters, portfolio manager on the Fidelity Solutions team, talks to Katrina Lloyd about the strength of the US economy and the potential impact of this year's presidential election.

Angus Coupland, CIO of Coupland Cardiff Asset Management, explains why being underweight Asia is the riskiest allocation decision in global equities today.

Beleaguered income investors have had to contend with falling profits and dividend cuts so far this year.

Investors need to be very selective in Asia, not only at the company level but also by country and industry, given very divergent growth trends. However, a more gradual normalisation in US monetary policy, as indicated recently by the US Federal Reserve,...