Analysis

The divergence in performance of US equities and high yielding bonds is set to continue, as several headwinds loom large in the face of high yield, explains Natixis manager Franck Nicolas.

When a sector slumps in the stock market, investors look to analysts and forecasters for clarity. But the real insiders are the company management teams. Eugene O'Neill explains what mid-cap leaders have been telling the market.

Steam came out of US technology stocks earlier this year, as investors pricked at what may have been a bubble. FOURPOINTS' Benoît Flamant analyses the sector's prospects five months on.

In the wake of Alibaba's market-busting IPO, Magdalene Miller from Standard Life Investments takes a look at the other internet-based companies in China battling it out.

Invesco Perpetual Global Opportunities

Evenlode Income

Taking 2013 as a whole, emerging markets fell by 4.4% at a time when the MSCI Frontier Markets index rose by an impressive 23.6% (in sterling, net total return).

The most pressing issue for the remainder of the third quarter will be the Federal Reserve's objective of reinforcing its optimal control framework in the face of higher inflationary pressures.

The provision of supportive monetary conditions has fuelled a value rally, but now there are signs that higher quality companies with long-term secular growth potential are back in favour.

Inflation is Europe has become worryingly low, and the situation is reminiscent of Japan in the 1990s. Rathbones' Mona Shah explores whether the ECB's actions will be enough to prevent a downward spiral.