Equities

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.

Abenomics is not the whole picture for investors in Japan - the country's corporates have undergone a slow revolution too, explains AXA Framlington's Chisako Hardie.

China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.

Investors calling an end to the US bull market are wrong, says OMGI's Ian Heslop, as overall volatility would have to be far higher to signal an end to the growth momentum that has powered US equities.

Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.