fund manager views

Four months on from the EU referendum and the market has, thus far, taken the result very much in its stride.

Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.

Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.

The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.

State-owned sector an issue

While the uncertainty caused by the Brexit vote may have called into question the long-term direction of travel for UK business, the country's creative industries continue to thrive.

Positive implications for battery manufacturers

A rebound in commodity prices, a weaker dollar, a more dovish stance from the Federal Reserve, and an improving landscape in China all combined to give a number of emerging markets a new lease of life, writes Carmignac's Didier Saint-Georges.

According to the IT crowd, there are two types of companies in the world: "Those who know they have been hacked and those who do not."

The Japanese stockmarket has been a major disappointment this year. The adoption of negative interest rate policy by the Bank of Japan in January was supposed to have led to further yen depreciation and sparked a recovering in corporate borrowings.