Equities

BERKSHIRE: A 'DUMB' BUY

MORSE'S CODE

River & Mercantile's Alex O'Reilly has his highest weighting to the US relative to history as a result of low valuations in the country.

THE BIG INTERVIEW

BlackRock's chief equity strategist Bob Doll is still bullish on information technology despite some underperformance from the sector recently.

Threadneedle's Cormac Weldon has reduced his fund's allocation to banks after being hit by consolidation among cyclical stocks earlier this year.

FUND MANAGER FOCUS

Martin Currie is preparing to unveil its two newest products, a Latin America fund for the EM team it poached from Swip, and a Global Equity Income fund.

ON SPECIALIST MARKETS

ON EUROPE