Equities

Set to replace John Stewart

Before the credit boom, professional investors routinely allocated 10% or more of their portfolios to small-cap stocks, writes Andrew Morgan, portfolio manager at Walker Crips.

Wild ride for US stocks

Deadline of 27 June

Currently yielding 2.5%

Partly offset by creation of 200 new roles

Easy to become 'despondent' over Japan

High valuations and low earnings

The European Central Bank recently announced a further set of measures intended ultimately to increase the rate of inflation, which includes the corporate sector purchase programme (CSPP), a plan to buy euro-denominated corporate bonds that will be launched...

Henderson's manager of the European Focus trust, John Bennett (pictured), and manager of the EuroTrust, Tim Stevenson, discuss the main drivers for European companies in the current environment.