Equity markets

The growing influx of overseas investors into the London stockmarket is providing opportunities for UK multi-cap managers to find overlooked 'valuation anomalies' further down the market-cap spectrum.

The Borsa Istanbul index may have rallied over 5% on the back of the Justice and Development Party's (AKP) surprise win in Turkey's general election on 1 November, but fund managers have warned caution is still needed when investing in the country.

With the gold price having trended upwards in real terms by just 1.2% since 1920, Peter Elston, chief investment officer of Seneca Investment Managers, asks if the metal is really worthy of its status

Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.

Toshihiko Takamoto, head of investment and senior portfolio manager of DIAM Singapore, takes a closer look at prospects for India, Malaysia and the Philippines.

The choice is limited for relatively risk-averse investors looking to generate significant income from their investments, says Axa's Richard Marwood

US stocks had a disappointing first three quarters of the year and volatility jumped as Federal Reserve uncertainty and Chinese growth concerns rattled investors.

Does not follow sector classifications

Vishal Bhatia, co-manager of the JOHCM UK Growth fund, explores the companies deploying available surpluses to invest in themselves

'Standing up for the little man' was one way Daniel Godfrey's exit from the Investment Association (IA) was depicted last week.