Global economic growth strongest since the start of 2014
Managers at Investment Week's June Funds to Watch conference share their views on what to expect from the rest of 2017 and beyond.
Kartik Kumar to co-run vehicle
In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.
Fails to address liquidity problem
Lack of faith in US President
Particularly small cap and domestic companies
The global economy is changing. In an increasingly reflationary environment, companies with strong brands and products - whose earnings are predictable and resilient against deflation - are falling out of favour.
John Campbell OBE also joining
Richard Romer-Lee continues Square Mile's series of informal interviews