The UK faces increased economic uncertainty and potentially lower growth. Meanwhile, the weak pound may lead companies to raise prices to offset higher input costs, writes Tineke Frikkee, manager of the Smith & Williamson UK Equity Income fund.
Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.
Emerging market equities have made a swan-like turnaround this year after five years in the doldrums, writes Will Ballard, head of emerging market and Asia Pacific equities at Aviva Investors.
Joins Louise Shaw and Nicholas Regan
Part of new report on executive pay
Replaced by interim Michel Temer