Going into the second half of 2016, much attention remained focused on the implications of the UK referendum result to leave the European Union, writes M&G's Claudia Calich.
Devan Kaloo (pictured), head of global emerging markets at Aberdeen Asset Management, gives his views on major global talking points.
Six managers reveal top ideas
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
Defensives underperformed in H1
Small overweight retained in Japan
Subject to regulatory approval
Big Interview with global head of distribution
'High risk' event for emerging markets