earnings

For the first in a long time, 2017 saw a resurgence in global earnings growth. Fidelity Global Special Situations Fund Manager Jeremy Podger assesses whether this dynamic can continue to support markets and the potential implications for market leadership...

Under-researched area

Could surprise investors

Is there enough economic growth to prolong the current expansion?

Political risk diminished

More managers at Investment Week's June Funds to Watch conference share their views on what to expect from the rest of 2017 and beyond.

Pullback looking likely

'Pricing episodes give us value'

Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...

"Brexit means Brexit," Prime Minister Theresa May said. But what does that mean? For equity income investors, I think it means four things, writes Miton's Eric Moore.