Equities

Terry Ewing, manager of the Ignis American Growth fund, is moving in to consumer discretionary stocks in anticipation of improvements in the domestic US economy.

Richard Buxton's Old Mutual UK Alpha fund has passed the £500m AUM mark, having grown at a rate of £100m a month since he joined the firm in June.

Mirabaud Asset Management's global equities manager Anu Narula has outlined his three best themes to plug into global growth and the economic recovery.

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JAPAN

Brown Advisory has brought together its small-cap growth and value strategies to launch a US Small-Cap Blend in its UCITS range.

The Chancellor will not sell any of the government's stake in Lloyds Banking Group until September, dashing recent hopes in the City of a sell-off as early as this week, according to reports.

Which eurozone issues are you still concerned about - and where are the most compelling opportunities?

Consumer sector growth in China could bolster the economy and make the country a better long-term investment than it may currently appear, according to fund managers.

Giles Hargreave, manager of the Marlborough UK Micro Cap Growth fund, tells Cherry Reynard how he is positioned for the recent run of strength in his sector to continue.