Markets

115% rise in Vix index

Highest since November 2014

Hawkish outlook

Biggest monthly fall in sentiment since 2013

Rathbones' David Coombs on protecting portfolios

Manager has historically avoided FANG stocks

Dow Jones sees third largest gain in history

Investment backdrop to look 'very different'

First monthly drop since March

For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...