Equities

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.

ON EUROPE

ON NORTH AMERICA

Fidelity's US manager Aris Vatis backing US financials after claiming they are trading at rock bottom levels.

GLG Esprit Continental Europe manager implements process based on broker recommendations to produce top-decile numbers.

ON SPECIALIST MARKETS