The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.

Abenomics is not the whole picture for investors in Japan - the country's corporates have undergone a slow revolution too, explains AXA Framlington's Chisako Hardie.

China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.

Investors calling an end to the US bull market are wrong, says OMGI's Ian Heslop, as overall volatility would have to be far higher to signal an end to the growth momentum that has powered US equities.

Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.

Pensions freedom: Opportunities come with pitfalls

Valuations of interest rate sensitive cyclicals have started falling, so are rate rises already discounted in share prices? L&GI's Richard Penny explores.

Jupiter Merlin Conservative

Reinventing 'the FTSE's most boring company'

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.