Feature

Domestic stocks counter global uncertainty

Strong innovators and providers of low-cost, but mission critical products and services are the best businesses to weather economic volatility.

'Fear and greed' are two powerful drivers of stock markets, if the old Wall Street adage is to be believed. But how relevant is this saying in today's sophisticated financial world?

The recent perils of not understanding the Chinese stock market have taken centre stage, and meaningful economic data points have been ignored, says LGBR Capital's Fen Sung.

Breakeven inflation rates are in many cases trading at levels not seen since before the financial crisis.

John William Olsen, manager of the M&G Global Growth and M&G Pan European funds, argues there are more opportunities to buy high quality companies at attractive prices than a year ago.

Carlos Daurignac, a global macro strategist at H20 Asset Management, gives his outlook for the fixed income market for the rest of 2015 and beyond.

A wave of risk aversion hit high yield bonds in Q3. Here, fund managers give their views on the sector after the sell-off and where the sweet spots now lie for investors.

Dan Harlow, co-manager of the AXA Framlington American Growth fund, assesses the opportunities as the US market faces a 'mid-cycle pull back'.

Since the onset of the financial crisis, productivity in the UK has slowed and there are various factors that could be to blame, writes Parmenion Capital Partners' Meera Hearnden.