Equities

Neptune's US fund manager Felix Wintle is set to dump technology stocks and sell banks as he attempts to steer his £673m US Opportunities fund out of the bottom quartile.

Thailand, Indonesia and the Philippines (TIPs)have struggled recently but remain a solid investment case, Liz Evans at Cavendish has said.

Threadneedle's head of European equities William Davies has said it is "inevitable" Greece will default in the next two years.

Oriel urges investors to sell stakes in Anthony Bolton's Fidelity China Special Situations trust and transfer to GEM portfolios.

PIMCO's sterling portfolio head Mike Amey believes the 30-year bull market in UK gilts is dead and has shifted his focus towards emerging market currencies.

Allianz Global Investors has warned European growth will not return to pre-credit crisis levels for years to come.

Old Mutual Asset Managers' Stephen Message said UK dividends will rise 10% this year, driven by FTSE 250 companies increasing payouts for shareholders.

SHOULD WE FEAR A US DOWNGRADE?

Robert Royle, fund manager of Smith & Williamson North American Trust, looks at how social network sites are linking investors in to exciting new opportunities.

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