Equities

Black also worked at Deutsche Bank

Cash weightings increased in portfolios

Chris Smith, analyst - Japanese equities at Polar Capital, discusses the evolution of the Japanese market and the search for income.

Tilney Bestinvest reveals best-selling funds

Joined firm in November 2014

Joined on 1 August

Best ideas from host countries since 1980

There is no doubt the principal immediate consequence of the Brexit vote has been a further increase in uncertainty.

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.

More than a month on from the EU referendum and the sky has not fallen in. Helped by the Conservative party's usual brutal efficiency that ensured the political vacuum was quickly filled, financial markets have stabilised.