The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.

Cherry is a freelance writer specialising in investment journalism and finance topics. She Tweets at: @creynard0654
The changing outlook for a handful of large caps could be a gamechanger for often overlooked active funds.
Strong August for the asset class has reminded investors of its strength as a diversifier.
Many of the areas that have come under pressure as rates have risen may start to revive.
Consolidation and falling interest rates could spell positive news for the sector.
Investors became concerned that the US Federal Reserve made a policy error.
While global debt levels appear sustainable for the time being, they remain vulnerable to poor political management.
With the recent French elections effectively resulting in a stalemate, what impact will this have on financial markets?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently.
The benefits from a rate cut may be marginal given the region’s increasingly fragile political situation.
Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?
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