Global

AFRICA AND OIL

Shareholders are pushing for corporate investment to spur topline growth. But poorly invested cash could pose a risk to markets, explains Neuberger Berman US manager Charles Kantor.

India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.

Marlborough Fund Managers is to overhaul its US equity fund and rename its European equity offering to emphasise its focus on multi-cap investing.

CHINA

Skagen has lost a member of the team running its property fund, while seeing a new addition to its Nordic and global equity desk.

The Financial Conduct Authority (FCA) is in "active discussions" with one asset manager on client redress after a review of fund managers' use of dealing commissions found widespread failings.

Johan Utterman, manager of the Lombard Odier Golden Age fund, outlines the problem of aging populations and highlights a number of stocks investors can buy to access the theme.

INTERVIEW

DEFENSIVE STOCKS