Although China's slowing economy has dominated headlines, Jeremy Thomas, co-manager of the Brunner investment trust, highlights the sectors poised for a pick-up
The ASEAN region is a relatively unloved one at the moment due to a host of factors, including an investor preference for North Asia and weak domestic earnings.
Some stocks set to benefit
Rhys Davies, fixed interest deputy fund manager at Invesco Perpetual and manager of the City Merchants High Yield investment trust, explores what the recent rise in yields in the high yield market means for investors.
Last week's news that BRIC pioneer Goldman Sachs had been forced to merge its fund into a wider emerging markets offering seemed to sound the death knell for what were once hugely popular vehicles less than a decade ago.
Opportunities in consumer stocks
Latest Lloyds Private Banking survey
Rate uncertainty weighs on markets
Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.