Equities

Investors and fund buyers are increasingly backing Japanese equities as the country boosts its QE programme, and rotates its national pension fund towards domestic equities.

Fewer than 20% of actively managed US large cap equity funds assessed by Bank of America Merrill Lynch (BofA ML) have outperformed their benchmarks so far this year, the lowest level in a decade.

The US economy added 214,000 jobs last month, less than forecast by economists but widely viewed as a sign of a continuing recovery.

Big on small

Georgia, Senegal, and Ghana could be the next candidates to be upgraded to MSCI frontier market status, according to LGM Investments' Thomas Vester.

China's plans to widen access to its A shares market for international investors have been held back, but rules are set to be relaxed soon. Hermes manager Jonathan Pines explains why he has been loading up on A shares in anticipation.

Growth expectations are so low investors have been engaging in worryingly risky behaviour - but the recent market shake-out could mean the end of complacency, explains FOUR Capital's Chris Rodgers.

Just 24 hours after the Federal Reserve ended QE in the US, the Bank of Japan surprised global markets last Friday by extending its own stimulus programme. We look at ten global equity funds which may benefit.

Jupiter's Philip Ehrmann and Kathryn Langridge are to join Manulife Asset Management at the start of next year, Investment Week understands.

Marlborough's Richard Hallett has pointed to retailers ASOS and Tesco, two of the worst performing UK-listed stocks this year, as potential turnaround stories.