Ardevora co-founder and fund manager anticipates peaking inflation and looser lending rules will unleash new economic growth phase in China.
Managers are moving back into global equity markets as the VIX ‘fear index' falls from a recent peak.
Google stock could rise as much as 25% to $700 per share, managers say, as the tech giant's latest earnings report showed impressive profit growth.
JO Hambro Capital Management's Paul Wild has urged investors not to give up on Europe as a "grand plan" is on its way.
The week has once again been dominated by the eurozone crisis, with a crucial meeting taking place today, while the regulator has warned the Arch cru debacle may not be anyone's fault.
Japanese investment trusts' high concentration to small and mid caps has paid off, with the sector outperforming the open-ended space over the past year.