Global

Iain Fulton, manager of the SWIP Global fund, has revealed the stocks driving his portfolio's performance over the last 12 months.

BlackRock's veteran equity investor Richard Plackett has outlined three key areas of opportunity which could benefit small and mid caps, against a backdrop of improving economic growth.

Neil Staines, head of trading for the ECU Group, assesses the impact of recent global policies on currency markets.

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.