Martin Flood, manager of the Lazard US Equity Concentrated fund, explains the case for US equities despite their current premium valuation levels.

Concerns over Italian banks

India's economy has been running on the equivalent of Windows 98, making for slow, inefficient bureaucracy and disincentives to trade and investment.

Guy Wilkes, financial services regulatory and enforcement partner at global law firm Mayer Brown, explores the notion of conduct risk and if concentrated funds face different challenges from those of more diverse funds.

Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.

Investors still appear willing to take risk, but this remains a very unloved equity market rally - led by defensive sectors such as consumer staples and utilities, writes Erik Knutzen, chief investment officer—multi-asset class at Neuberger Berman.

As a global fund manager, I have learnt through experience that some business and investment trends are firmly local (regulation, for example is often driven by local politics), while others can be global, albeit they can occur at different times in different...

Continuing impasse in French market deals

There is no doubt the principal immediate consequence of the Brexit vote has been a further increase in uncertainty.

A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.