Global

Guy Monson, CIO of Sarasin & Partners, has outlined a number of key risks which could impact rising global equity markets as we head into 2014, amid the well-flagged move by the US central bank to wind down QE.

Investec's Clyde Rossouw has backed Samsung to confound market expectations of a slowdown in the smartphone market as he positions his Global Franchise fund for the second half.

George Soros has sold down all his gold holdings and has stocked up on unloved retailer JC Penney, nutrition supplement firm Herbalife, and tech giant Apple.

Shares of technology firm Apple soared yesterday after billionaire investor Carl Icahn revealed he had taken a large stake in the company, and is pushing for higher payouts to shareholders.

Global fund managers have become significantly more confident on the outlook for growth, according to a survey by Bank of America Merrill Lynch.

The £836m Absolute Insight UK Equity Market Neutral fund is revamping its investment policy to switch from a UK-centric to a global investment focus.

CURRENCIES

Popular stories among our readers this week focused on asset allocation, as investors look for ideas on where the best income opportunities will be in years to come.

ON ASIA

With interest rates in the UK at a historic low, investors have been looking for income strategies to boost the yields of their portfolios.