Equities

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.

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.

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