Equities

Investors have been lulled by the "calm before the storm" in terms of low volatility, the managers of the Ruffer Investment Company have warned.

Threadneedle global emerging market manager Irina Miklavchich explains why she has topped up holdings in Asian tech companies, and is closely watching the trouble brewing in China's real estate sector.

THE BIG QUESTION

UK equity income managers have found their early purchases of Lloyds Banking Group thwarted by a longer than expected delay in the bank restarting dividend payments.

Natixis Global Asset Management has launched a global concentrated equity fund with a focus on long-term value.

Unicorn Asset Management has hired two junior fund managers to work across the group's fund range.

The US' two main markets climbed to record highs on Thursday, driven by better than expected jobs data.

Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?

US Fed chair Janet Yellen has said the 2008 financial crisis would not have been prevented had interest rates been higher, adding that fresh concerns about financial stability now should not prompt a rate increase.

The St James's Place UK High Income fund and two other portfolios have become the latest to exit the IMA UK Equity Income sector for failing to meet yield requirements.