Europe

Mark Hargraves, senior portfolio manager at AXA Framlington (an expertise of AXA Investment Managers), reminds investors that corporate profitability, where Europe scores highly, drives equity returns, not GDP growth.

EUROPE

CONTRARIAN

INCOME

Geoff Hitchin, manager of the Marlborough Global Bond fund, looks at how investors can protect their portfolios against any further weakening of the pound.

ASIA SPECIAL

Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, has named five funds he is backing as he looks to boost exposure to equities in his portfolios.

Alliance Trust Investments is to close its North American and European equity funds, as the group completes the second stage of a strategic review.

Allianz Global Investors has launched a high conviction European growth fund for Thorsten Winkelmann and Matthias Born.

BONDS