Stock markets are too complacent about the potential consequences of the UK's historic vote to leave the EU, says Robeco's Lukas Daalder.

Pierre-Yves Moix, co-manager of the Alternative Risk Premia strategy at GAM, comments on how the growing alternative risk premia industry has delivered strong performance in the uncertain Brexit environment – proving once again its strong diversification and market neutral properties.

The broad-based market upswing in the first half of July has benefitted risk assets globally. That follows the release of better than expected economic data in the US and China, suggesting that fears over the strength of the global recovery have been exaggerated.

Glen Finegan, Head of Emerging Market Equities, provides a detailed update on the Henderson Emerging Markets Strategy, covering recent market drivers, performance and activity, and his outlook for the asset class.

According to Arnaud du Plessis, CPR AM thematic equities manager specialising in gold and commodities, after the US Nonfarm Payrolls fell far short of expectations in early June, a further boost to the gold market was provided by the Brexit vote. The big winners are UK investors who had the bright idea of converting their savings into gold...