It is no secret it has been a challenging few years for fundraising in the investment company sector, not surprising considering the global economic backdrop.

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CONTRARIAN

Royal London Asset Management's Derek Mitchell (pictured) looks at what is driving global stocks, and asks if macro events are combining to create 'the perfect storm' in markets.

JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.

Credit rating agency Fitch has downgraded Argentina and said the country would probably default on its debt obligations.

Like a phoenix rising from the ashes, the battered financials sector is back to delivering double-digit returns after having its wings severely clipped by the financial crisis.

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