Equities

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.

The synthetic versus passive debate still leaves some investors confused. Vanguard's Neil Cowell explains how managers can move beyond the question.

The US economy grew at an annual rate of 3.9% in the third quarter of the year, according to the second estimate from the Department of Commerce.

What to expect from a return to normalisation

The disparate performance of Pacific funds

The companies using Portugal’s bleak outlook to their advantage

Which funds are best placed for a bounce-back in Asia?

Investor support for Japan on the rise

The insurance sector has come under the spotlight this week after Friday's revelation Aviva was seeking a merger with Friends Life in a deal worth £5.6bn.