Equities

The transition into the middle classes is a major growth catalyst in emerging markets, but the population shift will take time to unfold. Mark Yockey, and Charles-Henri Hamker, portfolio managers on the global equity team at Artisan Partners, explain

After decades of superb growth and dividend payouts, the supermarkets have encountered an epic adversary. Is it curtains for income investors? Or are there alternatives to battered banks, insurers and oil companies? Walker Crips' Chris Kitchenham explores....

JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.

Electra Private Equity shareholders have rejected activist investor Edward Bramson's attempts to force a change in the board and running of the company.

Former Ignis manager Ian Ormiston has joined Old Mutual Global Investors to develop and run a new European Smaller Companies fund.

Evan Bauman, co-manager of the $3.2bn (£2bn) Legg Mason ClearBridge US Aggressive Growth fund, is still seeing value in blue-chip biotechnology firms in the US despite the huge rally in the wider sector.

The Alibaba money machine

Small-cap rethink

Chelverton Asset Management has revealed some of the stocks the group expects will power its new UK Equity Growth fund when it launches later this month.