Nigel Beidas, co-manager of the Marlborough Extra Income fund, takes a closer look at headwinds and tailwinds for UK companies.
Business investment fell by 0.7% in the third quarter despite a steadily growing economy, Office for National Statistics data has revealed.
Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
On-shoring manufacturing jobs and the shale gas boom have fueled an industrial renaissance in the US. Nordea's Jeff Vancavage examines the prospects for a long-term boom.
The US economy grew at an annual rate of 3.9% in the third quarter of the year, according to the second estimate from the Department of Commerce.
It has been a tough few years for European managers, as the Continent has failed to recover from the blows dealt by the crash in 2008. This year, the pressures have escalated, with recession threatening in several eurozone states.