The managers of the Ruffer investment company are backing the US dollar to excel once again as an asset that can offset equity risk as global uncertainty continues.
US stocks posted their largest one-day gain this year as the latest meeting minutes from the Federal Reserve suggest it may adopt a more cautious stance on hiking interest rates.
The pound reached a two-year high against the euro overnight while yields on gilts and treasuries rose, as Scottish voters rejected independence from the UK and investors swapped safe havens for equities.
Robert Jukes and Edward Smith, global strategists at Canaccord Genuity Wealth Management, have listed five key investment themes for the new year.
Asset under management in gold exchange-traded products (ETP) almost halved during 2013 as gold prices dived, driving investors out of the asset class.
Legg Mason has launched an offshore version of its Legg Mason Income Optimiser fund, also to be managed by Regina Borromeo.