Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Hannah Smith takes a closer look at recent launches in the micro-cap space, and how wealth managers are using these strategies to diversify their portfolios.
Nigel Beidas, co-manager of the Marlborough Extra Income fund, takes a closer look at headwinds and tailwinds for UK companies.
How defensively are European funds positioned?
Marlborough's Richard Hallett has pointed to retailers ASOS and Tesco, two of the worst performing UK-listed stocks this year, as potential turnaround stories.
A raft of pulled IPOs in October point to a more rational environment for new listings, managers suggest.
Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.
Marlborough Fund Managers is to overhaul its US equity fund and rename its European equity offering to emphasise its focus on multi-cap investing.