As we drift firmly into summer, investors in the UK are beginning to realise they cannot ride the wave of optimism brought by the arrival of a Conservative majority government forever.
After years of pegging its currency to the dollar, China has taken the unexpected step of allowing its currency to depreciate. It is unclear exactly how much the renminbi will be allowed to fall, but there have been tangible consequences on global investments...
From a structural perspective, Europe does not look appealing
How long will growth burst last?
Despite sluggish world growth, supply dynamics suggest a recovery could be on the cards
Conventional bond funds will struggle to replicate returns seen in the past
New reforms by PM not favoured by all
It is widely known as a safe haven, but gold bullion is a relatively small market with the above ground value of gold estimated at around $7trn.
Despite concerns in Greece, David Lambert, senior portfolio manager – European equities at RBC Global Asset Management, says key macro data from European companies has remained resilient
Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates
Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms
Peter Askew, co-manager of the T. Bailey Growth, Dynamic and Defensive funds, explains why this sector has had a rough time of it lately
Iain Stealey, manager of the JPM Global Bond Opportunities fund, argues that bonds can still do well amid higher volatility
Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.
Eric Moore, manager of the Miton Income fund, looks at how major resources companies are responding to price falls.
Anthony Cross, co-manager of the Liontrust Special Situations fund, argues investors may need to show substantial resolve when picking stocks for the long term.
Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates
For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...
A Greek tragedy and metaphorical fireworks in China have provided rich material for headline writers so far this year. Meanwhile in the UK, the economy is continuing to strengthen and companies are operating in an environment of little or no inflation,...
Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.
Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.