According to Pictet Asset Management, it is possible to identify slowly evolving tendencies - in demographics, the environment and society - that can be forecast with some confidence.
Clive Cowdery's Resolution acquisition vehicle has set its sights on acquiring an asset management firm.
UK equity income managers say companies are beginning to pay dividends again, despite research forecasting a decline in UK dividends of 6.5% this year.
Aviva's Jeremy Charles has joined Scottish Widows Investment Partnership (Swip) as an investment director on the UK equities team.
Investors should switch out of equity income offerings from Axa's George Luckraft and Jupiter's Tony Nutt following underperformance, according to Principal Investment Management.