oil

Ardevora co-founder and partner Jeremy Lang addresses five of the biggest concerns facing UK equity investors in current markets.

The FTSE 100 index fell sharply on Tuesday in its worst day of 2015 so far, as energy stocks plummeted on the back of further falls in the oil price.

Geopolitics is likely to play a big part in the direction of markets and investors must play close attention to events in Russia and the Middle East, according to Smith & Williamson's James Burns.

Simon Brazier has completed his overhaul of the £164m Investec UK Alpha fund, trimming positions in "expensive" cyclical stocks in favour of more globally diversified companies.

Commodities warning on global growth

How significant is Ukraine ceasefire for Russia?

Incredible swings in stock prices since the oil price dropped means volatility should now be investors' main concern, says Mark Mobius from Franklin Templeton.

Two natural resources managers have said commodity-related equities have now reached a floor following several months of falls.

The manager of the top fund in the Investment Association Targeted Absolute Return sector in 2014 is short resources companies and long annuity providers as his conviction positions this quarter.

Warren Buffett sold out of two of his energy stocks - including his position in the world's largest energy company ExxonMobil - as the oil price collapse accelerated at the end of last year.