Macroeconomic Focus

Hiroyasu Sato, chief portfolio manager of the Tokio Marine Japanese Equity Focus Strategy, believes that the impact of the Abe administration/Bank of Japan's macro policy will lessen and now is the time to focus on attractive company fundamentals.

Funds with a top-down macro approach have struggled to beat bottom-up stockpickers this year, with many dropping into the fourth quartile of their respective sectors.

The strength of Britain's economy is poised to exceed its pre-crash high in the next few months thanks to 'accelerating' growth, the National Institute of Economic and Social Research has predicted.

J.P. Morgan Asset Management's chief markets strategist - former BBC economics editor Stephanie Flanders - forecasts better times ahead for global markets in 2014.

David North, head of asset allocation and head of global high yield bonds at Legal & General IM, is to leave the group after 12 years.

Investment boutique RMG Wealth Management has launched the RMG Real Return fund, targeting a positive return regardless of market direction.

High yield and investment grade US credit are the cheapest asset classes in the market as they are discounting a "savage recession", said Odey's macro strategist Tim Bond.

George Renouf, director of investment strategy at Alliance Trust Asset Management, looks at how investors can navigate political wrangling and backward-looking economic statistics.

Felix Martin, economist in the Thames River global credit team, responds to the Bank of England's August Inflation Report.