Global

ON NORTH AMERICA

CONTRARIAN

Markets pause for the summer.

Fears over US monetary tightening, rate hikes, and recession triggered the 1987 stock market crash, and there are parallels with today's market environment, said Société Générale's Albert Edwards.

Mirabaud has seen the departure of portfolio manager Malcolm White from its global equities desk.

From Japan to the US via Europe and the UK, L&G Investments' multi-managers Tim Gardner and Alan Thein give their views on the global investment landscape.

AXA Framlington's Mark Hargraves is to take over management of the group's Global Opportunities fund as Mark Tinker becomes Asia business head.

Guy Monson, CIO of Sarasin & Partners, has outlined a number of key risks which could impact rising global equity markets as we head into 2014, amid the well-flagged move by the US central bank to wind down QE.

Investec's Clyde Rossouw has backed Samsung to confound market expectations of a slowdown in the smartphone market as he positions his Global Franchise fund for the second half.

George Soros has sold down all his gold holdings and has stocked up on unloved retailer JC Penney, nutrition supplement firm Herbalife, and tech giant Apple.