Along with slowing growth in China and the continued weakness in commodities, the focus is turning to higher discount rates in 2016, at least in the US, says Columbia Threadneedle's Chris Kinder.
RWC Partners' Corinna Arnold argues that for investors trying to get a handle on underlying trends in Japan, it is worth stepping back and looking at the big picture.
Many companies at risk of dividend cuts
Deal is subject to FCA approval
Only a handful able to achieve profitability
John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.
A new wave of managers is providing the UK investment industry with some interesting opportunities - and challenges.