Europe

Rory Powe, recently appointed manager of the GLG Continental European fund, turned over 95% of the portfolio on day one of his tenure as he sought to skew the portfolio towards the market leaders he favours.

Election fever, US house prices and reviving Indian industry

'Smart' cities, QE and income recovery

Crispin Odey has warned of a bubble in European equities, saying ECB QE has left investors with no option but to buy the asset class - similar to the dynamic now visible in China.

The FTSE 100 index moved back above 7,000 this morning after the Chinese central bank announced stimulus measures to prop up its economy.

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

European property is offering a safe haven to investors facing up to negative bond yields, said Alban Lhonneur, manager of the F&C Real Estate Securities fund.

Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes

Polar Capital Global Financials trust manager Nick Brind is backing smaller banks to outperform, and predicts a significant boost to financial sector dividends this year.

MiFID II rules which classify non-UCITS funds as 'complex' products could force multi-asset vehicles to change structure and restrict their investment horizons.