Global

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

Mark Whitehead has left Sarasin & Partners to lead Martin Currie's rejigged equity income team.

Nick Train and Michael Lindsell have added the first new stock to their global or UK portfolios since 2012 after buying in to PepsiCo.

The managers of the £3.4bn Scottish Mortgage trust said they need to 'renew their thinking' about some of the portfolio's key themes, after seeing opportunities become "exhausted" in the last few years.

Tactical trades and taper tantrum fears

Top contrarian trades

John MacDougall, manager of the Baillie Gifford Shin Nippon fund, explains how Japan's old corporate structure is being replaced with a new era of entrepreneurialism and high-growth focused start-ups

Three-year return drivers

The European Securities and Markets Authority (ESMA) has delayed its review of standards for MiFID II until September, cutting the amount of time the industry will have to assess proposals ahead of implementation.

Lindsell Train co-founder Nick Train has said his runaway performance is not preventing him from maintaining an "exceptionally bullish" stance on global and UK equities.