Equities

How long will growth burst last?

Despite sluggish world growth, supply dynamics suggest a recovery could be on the cards

New reforms by PM not favoured by all

As global equity markets struggle to recover after a turbulent few days, we take a closer look at the major issues still troubling investors.

Manager expected correction for 'more than a year'

Co-manager to join from Credit Suisse

Despite concerns in Greece, David Lambert, senior portfolio manager - European equities at RBC Global Asset Management, says key macro data from European companies has remained resilient

Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates

Amay Hattangadi, executive director at Morgan Stanley Investment Management, says despite the volatility in global markets led by events in Greece and China, the Indian markets have been quite steady in relative terms

Scott McGlashan, manager of the £685m JOHCM Japan fund, questions why cyclical stocks have stood on the edge of the dance floor while 'dull' bond proxies are strutting their stuff.