Equities

INVESTMENT TRUSTS

M&G is planning to launch an international macro-focused fixed interest offering for star manager Jim Leaviss.

Fund managers are buying into southern Europe as macro-economic instability creates opportunities, amid fears Greek contagion could push economies in the region into recession.

GLG Partners' Ben Funnell has boosted tech exposure on the GLG Performance fund in the view the next expenditure cycle in IT is overdue.

JAPAN

Top dividend-paying companies still account for majority of the UK equity income market with high degree of overlap at the top of the table

EUROPEAN EQUITIES

Jupiter's Charlie Thomas expects clean energy stocks to rebound as government stimulus boosts investor sentiment towards the sector.

VINCENT DEVLIN

Barings' Andrew Cole has cut exposure to emerging market equities by 10% in favour of UK-listed multinationals.