Equities

SVM Asset Management's Colin McLean believes the case for investing in gold miners has gained impetus from bullion's recent performance in sterling terms.

After 12 turbulent months for equity markets, top industry managers believe the worse is now behind them regarding dividend cuts

The global economy is at last enjoying a return to growth, albeit slowly, and given the progress so far we are very positive in our outlook for Brazil.

HSBC GIF Indian Equity fund manager Sanjiv Duggal says the country's recent Budget has benefited infrastructure and consumption stocks but an rise in excise duty could make markets jittery.

Neptune's Rob Burnett has built up a 10% cash weighting in his European Opportunities fund and is continuing to position defensively in response to the region's recent economic concerns.

Legg Mason's Mary Chris Gay believes US large caps will be the best performers this year after being undervalued by sceptical markets.

Fidelity's Shah ups exposure to mid-cap stocks as annualised tracking error reaches highest point since 2004

Marlborough's Jeffrey Lum says the technology sector can offer handsome returns for investors

When it comes to structured products, transparency is the name of the game with providers increasingly building in additional protective measures by packaging their funds as Ucits III Oeics, writes Martin Morris

Paul Burgin says growing numbers of advisers and wealth managers are building their own bespoke structured products