Fundamentals stronger than headlines suggest
Annual summit takes place this week
From May to the end of June, many investors appeared to have fallen under a spell, writes Andrew Harmstone, portfolio manager for the global multi-asset team at Morgan Stanley Investment Management.
Matthew Tillett, senior portfolio manager - UK equities at Allianz Global Investors, examines the pitfalls of investing in technology as well as the benefits.
Company's ambition exceeds its cashflow
Brad Tank, CIO of fixed income at Neuberger Berman, asks whether the political trouble in Venezuela will hurt emerging market growth for years to come.
Consumers under pressure from inflation