Equities

Payouts from oil majors and miners

Dividends rising again following cut

Allocations to UK fallen to record lows

Plans to dominate asset management coverage of the shares

Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.

More innovative products needed

Time for contrarian approach

Focus on Asia income

Political concerns remain

Difficult trading environment