UK dividends saw their biggest rise since the Lehman crisis after payouts climbed 10% in Q1, Capita Registrars research has found.

A multi-year period of strong flows into global equities is just beginning, driven by robust fundamentals and earnings, says Sarasin CIO and managing partner Guy Monson.

Daniel McKernan, lead manager of SWIP's £174m European Corporate Bond fund, is buying into ‘unloved' asset backed securities (ABS) to exploit cheap valuations.

SVM's Colin McLean is backing retailers which have been shunned by the market, despite expectations of weak growth in the UK and higher taxes squeezing shoppers.

Polar Capital's Ben Rogoff has urged technology investors to focus on manufacturers of smartphones and tablets who will benefit at this stage of the sector's cycle, rather than last generation large-cap companies such as Microsoft.

Chinese protectionist measures and the developed world's debt levels are major headwinds for European investors, says Alexander Darwall, manager of the £1.7bn Jupiter European fund.

European markets rallied this afternoon after a cautious start to the week as commodity prices rebounded.

Rathbones CIO Julian Chillingworth has been putting cash into ‘inflation-proof' areas of the market in a move to cut inflation risk in his £61m Blue Chip Income & Growth fund.

Thomas Kwan has joined Baring Asset Management's emerging markets team as head of Asian debt.

Martin Currie is planning to broaden the investment remit of Tom Walker's Portfolio investment trust by converting it into a pure global equities trust.