UK

It takes a disciplined investor to put capital into small-cap companies they may never have heard of. Alex Dryden, global market strategist at J.P. Morgan Asset Management, looks at how small-cap stocks compare on a global scale

Consumer staples have returned to the top of UK equity managers' agenda as later-than-expected rate hikes reignite the debate over the outlook for the sector.

Why income bulls still have years to run

Polar Capital plans to add a second European Income fund to its range following demand from clients for a fund which excludes UK stocks.

BNY Mellon Investment Management is set to change the names of two of its funds, the Newton Global Higher Income and Higher Income, and scrap the yield discipline on the latter.

Invesco Perpetual Income manager Mark Barnett has been buying BP on recent price weakness but said it may be "too late" to build a stake in Tesco.

Giles Hargreave has predicted small caps could suffer a difficult year as investors prepare for a weaker equity market in 2015.

M&G has written to investors in its £9.5bn Global Dividend fund and acknowledged "there may well have been some complacency" around underperforming stocks in 2014.

Aberdeen Asset Management's head of North American equities Paul Atkinson will be leaving the firm at the end of June.

2014 was a great era for merger and acquisitions, but managers expecting another bonanza year should think again - M&A activity will likely be more subdued next year, says AXA Framlington's Jamie Forbes-Wilson.