Equities

F&C's Robert Siddles believes US small caps will act as good inflation hedge when CPI starts to rise.

10 companies account for 60% of all dividend income, as concentration worsens

There is momentum gathering behind the argument that Europe is the sick man of the World.

Aberdeen's Paul Atkinson is buying back into US healthcare stocks following the announcement of President Obama's insurance reforms.

Aegon manager warns of possible knock-on effect from struggling European countries

Churchlow and Launder to head up Ucits III products with high conviction approach to active equity management

Caroline Gorman & Paul McNamara from Julius Baer say growth in emerging markets is outstripping growth in the developed world.

Smaller companies may outperform for a multi-year period, says Gartmore's Gervais Williams.

JPMorgan says Chinese market volatility is creating attractive entry points for investors.

Nomura's Yasuhiro Mimbuta believes Japanese equities remain attractive despite facing a tough year in 2010.