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US equities can benefit from the end of QE and post an annualised return of 10% by end-2014, according to AXA IM head of research Eric Chaney.

Does Europe warrant inclusion in portfolios yet? Mona Shah, assistant manager on Rathbones' multi-asset portfolios, examines the fundamentals.

The recent hiccup in investor sentiment should not develop into anything more dramatic, writes Rob Burdett and Gary Potter, co-heads of multi-manager at F&C investments.

SOAPBOX

Asian equity markets have followed their European counterparts higher in overnight trading, but investor attention is now firmly focused on the US once again.

Bill Gross, the manager of the world's largest bond fund, has told investors selling treasuries they could be left disappointed if they overestimate the speed with which the Fed will wrap up QE.

Short-term borrowing rates in China have soared to record highs as credit seizes up, prompting fears that the country's liquidity squeeze may be spinning out of control.

Advisory group, deVere, has been granted an Investment Adviser licence from the US Securities and Exchange Commission (SEC).

Investors should be thinking about cutting their exposure to Asia and emerging markets and looking more to the developed world, according to F&C co-head of multi-manager Gary Potter.

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