"Brexit means Brexit," Prime Minister Theresa May said. But what does that mean? For equity income investors, I think it means four things, writes Miton's Eric Moore.
GSAM's Andrew Wilson, EMEA CEO and global co-head of fixed income, takes a closer look at reasons to be concerned about the US market.
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
Soared to record levels earlier this month
Caroline Simmons, deputy head of UK investment office at UBS Wealth Management, analyses which FTSE companies are on target to meet and miss their Q2 earnings expectations.
Eoin Murray, head of the investment office at Hermes Investment Management, questions how much of the recent market rally is grounded in reality.
Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.
Royal Dutch Shell is planning to slash its spending by $15bn over the next three years, following a collapse in the oil price.
Will earnings growth finally come through for Europe?
Investors should beware of companies playing down earnings expectations just to beat them on the day, Société Généralé's Albert Edwards has warned.