Markets

Shift into US equities

Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.

Tough period for financial firms

Tineke Frikkee, manager of the Smith & Williamson UK Equity Income fund, says careful stock selection will be even more important in 2016.

Investors searching for sustainable and structural growth opportunities can still find a more attractive combination of earnings growth and value outside the FTSE 100, according to Fraser Mackersie is manager of the Unicorn UK Growth fund.

Ben Peters, co-manager at Evenlode Income, analyses how improved stewardship is helping the investment management profession take the criticisms levelled at it seriously for the first time.

Concerns about oil prices

David Stevenson says 2016 could still be a rewarding year for investors, despite a turbulent start to the year for world markets.

Four investment trust managers explain how they are navigating choppy investment markets and taking advantage of buying opportunities in 2016.

Big five miners all posting falls