Equities

Joined on 1 August

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.

Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.

Active and passive categories

Best ideas from host countries since 1980

Smaller than expectations

Need to be offloaded as part of 2008 bailout conditions

Brexit impact yet to feed through

Ten years co-managing Recovery fund

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...