Equities

NEW EURO DEBT CRISES

The US equity market has experienced an about-turn and is offering investors a wealth of opportunities, writes Mark Piper, co-fund manager of the Collins Stewart Select Opportunity fund.

ON NORTH AMERICA

Barings' Daniel Isidori is joining Threadneedle to take on the management of the £1.2bn Latin America fund.

ON EMERGING MARKETS

Heather Manners has soft-launched an Asian Equity Income fund, the third offering from her boutique Prusik Investment Management.

The end of the sovereign debt crisis in peripheral Europe may be in sight despite continued negative newsflow from the region, several managers claim.

Barclays Capital's Nathan Bance has cut the equity exposure in the £21m RADAR fund to focus on market-neutral trades and more ‘esoteric' investments.

The LVAM manager says stocks are cheap historically and running healthy yields

Eurozone rescue funds amounting to €500bn will not be enough to meet the financing needs of Spain, Portugal, Belgium and Italy in 2011-2013, Cazenove Capital Management's Peter Harvey says.