Energy

Jonathan Waghorn, co-manager of the Guinness Global Energy fund, explains why a supply/demand convergence is on the horizon.

The $4.2bn (£2.7bn) Pictet Global Megatrend Selection fund's focus on secular growth trends certainly makes it stand out from the wider peer group, with only a 15% overlap between the portfolio and the MSCI World index.

Concerns over sector M&A

Does not expect dramatic fall

Revises overweights and underweights

Investment Week asks managers for their view on 'Black Monday' and how they are protecting their portfolio amid ongoing market volatility

Eric Moore, manager of the Miton Income fund, looks at how major resources companies are responding to price falls.

How important is the macro thesis on EMs?

What the Iran nuclear deal means for oil prices