Analysis

China's anti-corruption measures are having the unintended effect of slowing corporate investment, and the drag on the economy will be bigger than expected, explains Martin Currie's Andrew Graham.

Investors calling an end to the US bull market are wrong, says OMGI's Ian Heslop, as overall volatility would have to be far higher to signal an end to the growth momentum that has powered US equities.

Divergent monetary policy is causing currency volatility, and the euro has slumped. BlackRock's Stuart Reeve explores how European equity investors can weather the turbulence.

Fund managers must answer the government's "big questions" on pension reforms, Henderson's head of UK retail Simon Hillenbrand has said.

Pensions freedom: Opportunities come with pitfalls

Valuations of interest rate sensitive cyclicals have started falling, so are rate rises already discounted in share prices? L&GI's Richard Penny explores.

Jupiter Merlin Conservative

The heightened sensitivity of corporates to rate rises is holding back capex and wage growth, and as the recovery remains frustratingly slow, it would be a huge mistake for the Fed to raise rates next year, argues City Financial's Mark Harris.

With the rising dollar, falling equity markets and shifts in the bond market, T. Bailey's Peter Askew highlights the risks facing asset allocators in the last quarter of 2014.

Falling oil prices have given Turkey's economy a boost, even as the Islamic State conflict edges closer to its borders. Julian Mayo from Charlemagne Capital takes a look at Turkey's fortunes.