Equities

As the alternative investment market reaches its 20th anniversary this week, managers highlight some of the most impressive company successes - as well as the major failures on the junior market - over the past two decades.

For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...

Until recently European markets had been steadily growing, but with strong performance from stocks traditionally seen as defensive or defensive growth.

Despite recent Chinese stock market volatility, the long-term growth outlook for Asia remains very positive, and compared to its emerging market peers the region does not come at a premium.

Warren Buffett's Berkshire Hathaway is in talks to buy aerospace manufacturer Precision Castparts, which would mark its biggest ever acquisition.

Standard Life Investments UK manager Thomas Moore has said Barclays can transform itself under the watchful eye of interim chief executive John McFarlane.

Will Landers, manager of BlackRock's Latin American investment trust, said he has adopted a defensive but more flexible investment approach as the region continues to struggle.

Pictet Asset Management has upgraded its European exposure to a full overweight, following the resolution of a Greek bailout deal and positive expectations for future earnings.

Rahul Gupta, portfolio manager, Matthews Asia

SVM's Hugh Cuthbert, co-manager of the All Europe SRI fund, has said the investment case for traditional utilities companies has come to a permanent end.