Neptune's head of US equities Felix Wintle is preparing to increase exposure to financials in his US Opportunities fund, which has had a long-term underweight to the sector.
European fund managers are increasingly finding value in non-euro countries. Joanna Faith reports.
Mike Riddell, a member of the highly regarded M&G bond team, discusses the problems facing the peripheral sovereigns in Europe.
Investment guru Jim Rogers believes a number of countries in Western Europe are bankrupt or have serious liquidity problems and need to restructure their debt.
The US government sold off its remaining shares in Citigroup yesterday, making a strong profit from its ownership of the bailed-out banking giant.
Warren Buffett has pledged $50m to the creation of a UN nuclear fuel bank, keeping a promise the Sage of Omaha made back in 2006.
Janus Capital has launched an Emerging Markets fund to benefit from growth companies trading at deep discounts to their intrinsic value.