Feature

National obsession with house prices leads pontification on the demand outlook but the supply-side of the industry is where the real story is, argues Santander's Stephen Payne.

Volatility to be expected

Focus on corporate governance

Risks remain despite tailwinds

Toby Nangle, head of multi-asset at Columbia Threadneedle, says the team is looking carefully for signs of stability in three places at the "centre of the international financial market vortex".

The investment case for Europe is on the face of it challenging, but Crux is finding opportunities in unusual areas.

Strong structural growth and domestic earnings

Equity markets are in the red and headlines are screaming with stories about an implosion resulting from a global slowdown.

With possibility of 20% plus corrections on the horizon, manager cautious on ASEAN markets over the next 12 to 18 months.

Focus on particular economic data points misses the extent of the change in China's economy in recent years.