Consumer prices inflation in China eased to 5.3% in April, down from a three-year high of 5.4% recorded the previous month.

Polar Capital's financials manager John Yakas is shunning the troubled Southern European banking sector in favour of ‘more transparent' emerging European banks.

GAM has launched a global bond fund for managers Tim Haywood and Daniel Sheard aiming to deliver between 5% and 10% per annum for investors through a wide spectrum of fixed income securities.

Margaret Lawson, fund manager of SVM Asset Management's £41m UK Growth fund, reveals her top five stockpicks for growth as she predicts the FTSE 100 will rise 10% by the end of the year.

The US stock market could correct by up to 10% in the summer, according to Tom Walker, manager of the £707m Martin Currie North American fund.

Veteran investor Jim Rogers said he expects the US to lose its AAA-credit rating following last week's move by Standard & Poor's to downgrade its outlook for the country to negative.

SIX KEY MACRO THEMES

PIMCO has put forward a SEC filing for the launch of an exchange traded version of Bill Gross' Total Return fund, the world's largest bond fund, CNBC has reported.

Global markets have marginally recovered after yesterday's surprise Standard & Poor's downgrade of the outlook for US debt caused widespread falls.

City Asset Management (CAM) has unveiled the Elite CAM Discretionary Portfolio, an Oeic managed by research director James Calder.