BlackRock CIO Bob Doll believes the US rally is gradually maturing into a more fundamental recovery following the best two consecutive weeks for the equity markets in nearly a decade.
GAM is likely to shut Ross Hollyman's $200m fund range when he leaves for Liontrust at the end of this year.
Equity markets in the second quarter bounced in response to the unprecedented policy actions around the globe.
The strong Wall Street rally between March and May reflected relief among investors that the official policy response to the crisis had prevented a repeat of the Great Depression.
In the Specialist sector, eye-popping gains in commodities have not benefited retail investors as much as expected. Perhaps better returns lie further off the bandwagon-beaten track
A new cycle is emerging in technology and with it comes the opportunity for further growth and outperformance. Removed from the epicentre of the global credit crisis, the tech sector looks well positioned
What started as a valuation-driven rebound following the excessive de-rating of Asian equities in late 2008 has generated additional momentum on the back of more compelling evidence of an economic turnaround.
Manager's wealth of EM experience has put £104m Jupiter China ahead of its peers
Rlam's Jane Coffey believes most global economies have now seen their worst quarter of economic decline, expecting positive growth in the second half of the year.
S&P's annual emerging markets debt review shows managers believe corporate bond default levels will rise this year and are shifting into high-quality government debt.