Marlborough

Marlborough's Richard Hallett has pointed to retailers ASOS and Tesco, two of the worst performing UK-listed stocks this year, as potential turnaround stories.

A raft of pulled IPOs in October point to a more rational environment for new listings, managers suggest.

The micro-stock home bias

Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.

Marlborough UK Multi-Cap Growth

Marlborough Fund Managers is to overhaul its US equity fund and rename its European equity offering to emphasise its focus on multi-cap investing.

Part II: Is peripheral Europe overvalued?

The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?

FUND MANAGER FOCUS

THE BIG QUESTION