Equities

BIG QUESTION

Iain Fulton, manager of the SWIP Global fund, has revealed the stocks driving his portfolio's performance over the last 12 months.

BlackRock's veteran equity investor Richard Plackett has outlined three key areas of opportunity which could benefit small and mid caps, against a backdrop of improving economic growth.

Invesco Perpetual's Neil Woodford is a longtime backer and major shareholder in some of the largest dividend paying stocks in the UK market.

Markets climbed this afternoon following a worse-than-expected jobs update in the US, as investors anticipate the Fed will now have to delay QE tapering.

Bryan Collings has stepped down as managing partner of boutique Hexam so he can focus more closely on running the group's fund range.

The leaders of the BRICS countries - Brazil, Russia, India, China and South Africa - are planning a $100bn (£65bn) fund to protect against financial shocks.

ON ASIA EX JAPAN

Andreas Zoellinger, co-manager of the BlackRock Continental European Income fund, is backing mid-caps for dividends as valuations in some larger companies become overstretched.

Olly Russ, manager of the Argonaut European Enhanced Income fund, is buying into asset managers in Europe, favouring opportunities in financials which provide an alternative to the banking sector.