Equities

Turkey is unlikely to suffer any contagion effects from the events in Egypt, says Jupiter's Elena Shaftan, but she warns the most dangerous time for investors will be after the country's next election on 4 June.

The Egyptian crisis has boosted the price of oil to a two-year high but sent equity markets lower, causing some managers to warn of contagion risk to the global economic recovery.

Kate Barker, a former leading member of the Bank of England's MPC, has warned the UK economy could be only part way through the financial crisis.

Europe should relieve Greece of a third of its debt burden as the country's programme of cuts will only stifle economic growth, says Mohamed El-Erian.

AXA's multi-manager firm Architas is planning to launch a series of Ucits ‘distributor' funds midway through this year as part of a push into Europe.

Dalton Strategic Partnership's global head of asset allocation Andrew Dalton is seeing value in out-of-favour Japanese equities and predicts this year they could perform as strongly as in 2005.

Dicken's Threadneedle Pan European Smaller Cos fund tops IMA European Smaller Companies sector over five years

A senior JPMorgan Chase risk officer was warned Bernard Madoff was suspected of running a Ponzi scheme nearly 18 months before the broker was charged with a $19.6bn fraud, according to a newly unsealed court filing.

ON EUROPE

Neptune's head of US equities Felix Wintle has boosted the energy position in his £667m US Opportunities fund from underweight to overweight since the end of last year.