Threadneedle's head of UK equities Simon Brazier has flagged the energy and telecom sectors as being at risk in the run up to the 2015 general election.
Bank of England Governor Mark Carney has tried to defuse expectations of an imminent rate hike by saying it would "not be the right tool" to deal with a booming housing market.
The FTSE 100 has soared to its highest level since early 2000, as mining and housing stocks boost the blue-chip index at the start of the week.
An independent Scotland would face a "capital flight" if it did not retain the pound, according to analysts at Deutsche Bank.
Neil Woodford has told Investment Week a "fragile" UK economic recovery could yet mean base rates stay at a record low for the next three years.
Prominent economists have added to calls for the government to pull back from the mortgage guarantee element of its Help to Buy initiative, arguing it is no longer needed.
Neil Woodford has opened a position in Edward Bramson's Sherborne 'Guernsey B' vehicle as one of his first investments at his new firm.