Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.

It remains difficult to interpret pre-and post-Brexit trends but much of the latest data points to a resilient economy, with high employment and signs the housing market and consumer spending have weathered the initial storms.

Scott Ingham, investment director at Heartwood Investment Management, looks at the optimal risk/return approach to investing in bonds at a time when yields are unsustainably low

Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors

The global economic and investment backdrop was altered by the UK's decision to leave the European Union towards the end of June, writes Brooks Macdonald's Jonathan Webster-Smith.

Investors have become too short-sighted

Guinness AM's Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.

David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.

Transformed corporate culture

Returns "difficult to find"