The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.
China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.
US markets closed up last night after the latest round of strong economic data and some better than expected third quarter earnings figures.
Henderson Global Investors is seeking to revamp its "lacklustre" emerging markets range, with plans to strengthen the team and launch additional mandates.
Protests in Hong Kong caused the country's stock market to tumble today, while sharp drops in its currency forced the country's monetary authority to announce emergency measures to provide support.
India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.
In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.