Equities

Terry Smith of Fundsmith explains how he finds the best companies and why these are also the most 'boring'.

Martin Currie has hired Damian Taylor as investment manager in its Edinburgh-based Asian equities team.

Mark Hargraves, senior portfolio manager at AXA Framlington (an expertise of AXA Investment Managers), reminds investors that corporate profitability, where Europe scores highly, drives equity returns, not GDP growth.

THE BIQ QUESTION

Andrew Graham, manager of the Martin Currie Pacific trust, argues the trend for earnings downgrades must reverse before stock markets can go higher.

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ASIA

EUROPE

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