UK inflation is high and rising. Unemployment is high and rising. That isn't supposed to happen, is it?

Sparks and Dickstein expect US Fed to keep holding asset class in short term

Elaine Morgan's three-fold investment approach combined with focus on international stocks over domestic cyclicals leads Aegon UK Smaller Companies into the top quartile.

A focus on companies with overseas earnings, and those that are delivering results now has secured a top spot for the MFM Slater Recovery fund since 2008.

The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.

ON UK INCOME

ON NORTH AMERICA

The outlook for the global economy may not be as bad as it appears, says Peter Allwright, portfolio manager at RWC Partners.

Alex Savvides, senior fund manager of the JOHCM UK Dynamic fund, looks at how recent events have impacted on stocks, sectors and the global economy.

ON EMERGING MARKETS