fund manager views

Equity market contagion is a familiar but often irrational phenomenon, which can be driven more by ill-defined fears than by sober analysis.

Amid the rise of unconstrained fixed income funds and index strategies, it is easy to forget benchmark-relative, active fixed income mutual funds remain popular with investors - and with good reason.

UK growth focus UK property prices, particularly in London, are back above their 2007 highs. This is important as it is primarily homeowners who drive the UK economy - over 50s own around 75% of the country's wealth.

Recent stock moves in the US could lead one to believe economic conditions have deteriorated substantially and the American economy is set for a severe setback.

Market volatility is back with a bang. Given the US equity correction, Chinese markets turning negative year-to-date, and ongoing oil price volatility, it would be easy to think everything that could go wrong has done so this year.

John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, examines the buying opportunities for high-quality companies.

Stephen Message gives his outlook for the UK market in light of the recent global sell-off.

Grant Bowers, manager of the Franklin US Opportunities fund, takes a closer look at the drivers for the healthcare and tech sectors.

Mark Harris, head of multi-asset at City Financial, warns the risks of policy error are high if the global situation worsens.

Smith and Williamson's Mark Boucher assesses the strength of the UK market after the recent global sell-off.