Global

Dalton SP's Nabeel Mughal has cut consumer discretionary stocks and piled the cash into industrials on fears over the strength of US consumer spending.

Veteran investor Warren Buffett has told investors Ben Bernanke's interest rate policy has been "brutal" for holders of bonds and punishing to savers.

Japan's main equity market surged to a five-year high on the first day of trading after the country's Golden Week public holiday.

REDWOOD

ASIA

AFRICA

ON NORTH AMERICA

Artemis Strategic Assets fund manager William Littlewood is running the lowest net equity position in the fund's history in expectation the current rally cannot continue.

Apple wowed the debt markets on Tuesday with the largest ever bond deal for a non-financial institution.

ETHICAL