Equities

Liontrust duo Julian Fosh and Anthony Cross discuss their outlook for UK equities and how they have pulled up performance on First Growth

The listed hedge fund sector looks set to contract as trusts face continuation votes and many are wound up, despite taking action to narrow their discounts.

CONTRARIAN INVESTOR

Europe is beginning to look attractive again following sharp falls in the euro and the region's stock markets, according to Sarasin's Mark Whitehead.

NORTH AMERICA

Germany's decision to ban naked short-selling could be replicated in other markets as regulators panic, Gartmore's Ben Wallace believes.

Fund managers are predicting the downfall of the beleaguered euro, with M&G bond vigilante Richard Woolnough among those forecasting an end to the single currency.

COLLINGS' CORNER

Eurozone government debt is turning investors away from the highly publicised Piigs nations and onto countries with different budgetary issues

Schroders' US large cap financials analyst Chris Costanza assesses American reforms on the financial sector and the impact on the giant investment banks.