North America

David Coombs, manager of the Rathbone multi-asset portfolios, argues now is the time to seek out quality stocks that can weather market volatility.

Stock fell into bear territory for first time this month

How long will growth burst last?

Joel Mittelman, portfolio strategist at the Boston Company Asset Management, looks at the sectors and stocks that are most sensitive to rising rates

Mark Sherlock, lead portfolio manager of Hermes US SMID Equity fund, analyses which market cap is likely to perform best when the Federal Reserve finally decides to raise rates

River & Mercantile's Dan Hanbury has been upping exposure to stocks from the "distressed" mining sector in his £257m UK Income portfolio, in the belief they offer "compelling" value following a further slump in commodity prices.

For most US equity investors, it is all eyes on the Federal Reserve until we see the first lift-off in interest rates. We have got beyond the patch of weak economic data earlier this year and are returning to stronger growth, as signalled by healthy labour...

Paul Niven, manager of the £2.5bn Foreign and Colonial investment trust, said he has already started tapping into the resources on offer following BMO's acquisition of F&C earlier this year.