Six managers reveal top ideas
Will review underweight UK position accordingly
Continuing impasse in French market deals
Well known from time at Invesco Perpetual
M&G and Aberdeen top the table
Tough start to year for the sector
More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.
The US market continues to climb higher on encouraging economic data, recovering oil prices and the Federal Reserve's cautious approach to raising interest rates, writes Franklin Templeton's Grant Bowers.
Prime Minister Shinzo Abe's goal is to make Japan a country that is admired and respected by Asian and global leaders. This becomes impossible without a strong economy, writes Jesper Koll, CEO of WisdomTree Japan.