Equities

ON EUROPE

ON JAPAN

Martin Gray, manager of the Miton Special Situations portfolio, explains why high levels of real estate and consumer debt will cause further problems for an over-geared banking sector.

Swiss & Global has launched a fund investing in the emerging economies of China, India and Indonesia.

SWIP is planning a raft of new products to follow the establishment of its US fixed income base.

Ignis has restructured its UK equity team resulting in the departure of the head of desk and four analysts from the team.

Threadneedle's Simon Brazier has revealed the three factors he believes could stall the UK's "muted economic growth".

Barings' James Syme and Paul Wimborne are joining J O Hambro Capital Management (JOHCM) to launch a new emerging markets fund later this year.

DEMAND FOR EURO WILL RETURN

Legg Mason's heavyweight managers are uber-bulls on the US corporate sector across the market cap spectrum, with Chuck Royce predicting a rebound in small caps and Bill Miller seeing a return to form with his large-cap holdings.