Equities

UK growth focus UK property prices, particularly in London, are back above their 2007 highs. This is important as it is primarily homeowners who drive the UK economy - over 50s own around 75% of the country's wealth.

Fund exposed to EM consumer growth

Opportunities in consumer staples

Markets tumble again

Mining manager praised move

Concerns over sector M&A

Renewed fears over China's slowdown have hit Japanese equity markets just as the country's reform programme comes under pressure, Hardeep Tawakley reports.

Portfolios address post-RDR problems

China worries hurt performance

Revises overweights and underweights