Feature

Industry poses inherent risks

While many stocks within financials look fully valued, Alexandra Jackson and Jo Rands are turning to a specialist financial group.

Volatility created attractive entry point

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