Neil Veitch, manager of the SVM World Equity fund, has benefited from increasing exposure to financials in the last six months, as the loosening of Basel III requirements for banks has boosted the sector.
The French labour minister, Michael Sapin, described the nation as "totally bankrupt" in a recent interview, leaving the French President Francois Hollande to minimise reputational damage.
Consensus opinions over the strength of the US and Chinese economies should be viewed with suspicion, according to Henderson's John Bennett, who has compared analyst forecasts to "fairy dust".
Neil Woodford's giant income portfolios, two of the best performers over the past decade, have been given a ‘sell' rating in Sanlam Private Investments' (SPI) latest White List Income Study.
Legg Mason plans to unveil a sterling-hedged share class for its top-performing Japan Equity fund to protect investors from currency volatility, as the Bank of Japan (BoJ) unveils a fresh stimulus package.
The manager of the best performing fund over the last decade has revealed some of the stock picks which fuelled the 868% return it produced over that timeframe.