Feature

Despite a slowdown in growth to 0.5% in the third quarter, the UK economy continues to perform well.

Follows confused market messages

GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.

IT companies have historically preferred to reinvest or acquire rather than distribute profits to shareholders, but this is now changing says Guinness AM's Matthew Page.

Distinguishing between those countries that would simply do well in a broad emerging market rally, and the economies where fundamentals have actually improved, is becoming increasingly important.

Julian Mayo, co-CIO of Charlemagne Capital, examines the evolution of China's economic development.

Goldman Sachs' David Townshend believes slowing Asian economies and many depreciating currencies in the region bode negatively for the Japanese economy.

The message at this stage of the economic cycle, or any stage, is 'buyer beware'.

With the US economy stabilising over the past few years since the financial crisis, and a December rate hike looking increasingly more likely, the US recovery is underway.

There has been an increase in growth rate volatility, uncertainty of currency direction, and lack of clarity on interest rates this year, writes Douglas Burtnick, Aberdeen's deputy head of North American equities.