Nigel Thomas, manager of the £2.8bn AXA Framlington UK Select Opportunities fund, has said UK equities are cheap, but have little scope to rise in the current environment.
Energy stocks could see up to 50% upside over the next three years, according to Guinness Asset Management's Tim Guinness, supported by the high price of oil.
Brazil has joined central banks across the world in easing monetary policy after it slashed interest rates by 0.5%.
HSBC GAM has launched a Luxembourg-domiciled frontier markets fund, the HSBC GIF Frontier Markets fund.
Standard & Poor's has downgraded a raft of US and UK banks including HSBC, Barclays, and Goldman Sachs following an overhaul of its ratings criteria.
Europe may see a ‘twin track' single currency emerge as the sovereign debt crisis unwinds, said Schroders' Richard Buxton.
Schroders is launching an onshore US Equity Alpha fund for head of US large cap equities Joanna Shatney on 14 December.