Equities

FTSE 100 earnings may grow by as little as mid-single digits next year, but inexpensive P/E ratios mean buying on the dips still makes sense, according to Old Mutual Global Investors' Richard Buxton.

Aviva Investors has hired J.P Morgan Asset Management's Xiaoyu Liu to its emerging market fund management team.

Lazard Asset Management's Stephen Russell has pointed to off-benchmark positions as a driver of returns for his EM Core Equity fund as a growing number of global stocks turn to the developing world for revenue growth.

What Brazil's election result means for EM investors

UK All Companies saw record net outflows of £852m in September, according to statistics released by the Investment Management Association (IMA) today.

Environmental Markets

Lack of profitability among EM corporates has dragged the sector down in the last several years, but the poor performance has reached its trough and the only way is up, argues Emma Bullock from Saunderson House.

Software, chemicals and industrial suppliers are among the under-appreciated European stocks that can survive the worst of the slowdown, explains Swiss & Global's Can Elbi.

The risk that Europe is facing a Japan-style 'lost two decades' is increasing, and the euro will likely fall further, says UBP's Jean-Sylvain Perrig.