Equities

Positions in European consumer staples have outperformed in run up to the European Central Bank's quantitative easing programme, as investors look to mimic the highs of US and UK equity markets, according to Polar Capital's Nick Davis.

How far would yen have to fall?

Hermes is to soft close Jonathan Pines' $1.5bn Asia ex-Japan equity fund in May as inflows into the product accelerate, Investment Week can reveal.

Ardevora co-founder and partner Jeremy Lang addresses five of the biggest concerns facing UK equity investors in current markets.

Why US sector calls add risk

Stocks to avoid as election looms

Despite the relentless rise of US equity markets since the financial crisis, the country's most famous investor, Warren Buffett, has stuck to his decades-long discipline of holding a large cash pile for a rainy day.

SWMC Small Cap European fund manager Jamie Carter has taken his gross market exposure to a record high in the view smaller companies are being overlooked by investors in the "mad scramble" to buy European equities.

Vanguard's Australia director John James is to take over its UK and European operations to replace Thomas Rampulla, who will return to the group's US office.

Ross Teverson, Jupiter's global emerging markets (GEM) head of strategy, has introduced formal sector analysis responsibilities across the team for the first time and scaled back the number of holdings in his new portfolios.