fund manager views

Toby Nangle, head of multi-asset at Columbia Threadneedle, says the team is looking carefully for signs of stability in three places at the "centre of the international financial market vortex".

The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.

Strong structural growth and domestic earnings

Equity markets are in the red and headlines are screaming with stories about an implosion resulting from a global slowdown.

With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.

Focus on particular economic data points misses the extent of the change in China's economy in recent years.

Given the threat of imminent rate rises, it might seem to be safer to invest in European bonds than US bonds.

Country's economy moved back into deflation last month.

Finding under-valued smaller stocks is often the biggest challenge for investors.

Rewind to May 2014 and Indian equity markets were in a state of euphoria following Modi's stunning election victory, built on the promise of a strong reform agenda.