Equities

Gavin Launder, fund manager of the L&G Investments European Absolute Return fund, discusses whether a return to trend is sufficient for this large and diverse market.

Adam Avigdori, portfolio manager of BlackRock's UK Income fund, discusses why he is predicting good single-digit dividend growth this year and next.

Old Mutual Asset Management's bond funds have moved back into negative duration after a temporary switch to positive duration at the start of the Middle East crisis.

Ignis has restructured its American Growth portfolio into a best ideas fund in an effort to boost performance and differentiate it from US tracker funds.

ON EMERGING MARKETS

The second half of 2010 saw continued strong returns from global emerging markets.

AIG is aiming to reduce its obligation to the US government by offering to buy a $15.7bn (£9.72bn) portfolio of mortgage-backed securities from the Fed.

As emerging market indices take a pause in their sustained rise, the case for developed market equities is re-emerging.

Pimco's Bill Gross has completely exited US treasuries on the £146bn Total Return fund, in favour of cash.

Neptune Investment Management CEO Robin Geffen expects UK dividend growth to rise sharply this year as favourable conditions for companies allow them to boost payouts.