Equities

Equity investors selling down dividend plays in expectation of a tapering of US QE have misjudged some high profile stocks, according to Threadneedle's Dave Dudding.

Outgoing manager Anthony Bolton talks to his successor Dale Nicholls about the future strategy of the Fidelity China Special Situations investment trust.

THE BIQ QUESTION

The whole market has reached an inflection point and investors must now start to adapt to life without "massive stimulus", according to Psigma manager Bill Mott.

Scott MacLennan, manager of the Neptune UK Special Situations Fund, has upped his banking exposure and said it is increasingly difficult to ignore the investment case for the sector at home and abroad.

EMERGING MARKETS

EMERGING MARKET DEBT

Premier Asset Management's Simon King has left the business, amid a re-shuffle at the business which has seen colleague Chris White become head of UK equities.

ON ENERGY

ON CHINA