Feature

Mixed economic data from the US this year, as well as increased global risks, has led to a deferral in this year's much awaited interest rate rise, writes Fatima Luis, a portfolio manager and analyst at Mirabaud Asset Management.

Marcus Morris-Eyton, in Allianz's European equities team, looks at the outlook for earnings in Europe, following six years of non-growth.

Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.

As we have clearly seen in the UK this year, as equity markets go up, yields go down.

Demand for high-quality, healthier and sustainably produced food is growing rapidly.

Four months on from the EU referendum and the market has, thus far, taken the result very much in its stride.

Many investors have already written the obituary for Abenomics, but this judgement is far too premature and narrow in its scope.

Since the late summer of 2010, the MSCI China index has barely risen at all. However, such apparent placidity obscures how rough a ride the market has taken investors on writes Douglas Turnbull, manager of the Neptune China fund.

The events of July and August cemented rates in the UK at all-time lows. With the cheapest bond in the yield curve being the 30-year gilt (yielding 1.4%), there has been little respite for conservative allocation to fixed income markets.

State-owned sector an issue