Henderson's director of pan-Asian equities manager continues to back China, despite recent headwinds, in view inflation is manageable.

Asset flows in the Absolute Return sector hold firm despite period of lacklustre performance and high correlation between asset classes

The big event in May for the London stock market was the IPO of Glencore. Many investors are unsettled about the logic of listing companies on the LSE that have little or no economic footprint in the UK.

It has been fashionable for many months to claim China and the emerging market countries have outgrown their strength.

Ronald Reagan claimed inflation was as "violent as a mugger, as frightening as an armed robber and as deadly as a hitman."

Plamen Monovski, Renaissance Asset Management's chief investment officer, has warned Russian infrastructure stocks are at risk if the oil price declines.

Jason Pidcock is the manager of the £907m Newton Asian Income fund, which ranks second in its peer group over three years. Here he picks his top five dividend-paying Asian stocks.

Here in the UK, household budgets are currently under attack from insufficient growth in earnings and higher costs for basic goods and services.

Top performers reap rewards from mid and smallcaps, as they outstrip larger peers

Negyal and Timberlake's stockpicking approach ensures year of solid positive performance.