Equities

Crispin Odey has likened his portfolios to a "hot curry", as equities' serene progression puts markets at odds with the manager's bearish views.

Stephen Bailey, co-manager of the £584m Liontrust Macro Equity Income fund, explains why he and Jan Luthman have turned positive on the UK consumer.

Aberdeen Asset Management is set to buy the remaining stake in its joint venture with SVG Capital, Aberdeen SVG Private Equity.

Woodford Investment Management, Ruffer, Sarasin and Invesco are among the groups backing a new share placing by Oakley Capital's private equity trust.

Fidelity Asian Values manager John Lo has stepped back from running the trust after a 13-year spell in charge, to be replaced by Nitin Bajaj.

BlackRock's head of UK small- and mid-cap equities Ralph Cox has resigned after over 15 years at the firm.

RWC has hired two emerging markets managers from beleaguered US hedge fund firm Everest Capital, paving the way for a significant expansion involving its first offices overseas and several new products.

Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

Nearly all countries are spending less on their defences but Victoria Leggett, portfolio manager, European equities at Union Bancaire Privée, argues recent threats mean not increasing Europe's defence spend is no longer an option for the region