Global

The outlook for the global economy may not be as bad as it appears, says Peter Allwright, portfolio manager at RWC Partners.

Threadneedle's Stephen Thornber explains how his fund's global scope gives him better stockpicking options and highlights BP Prudhoe Bay Royalty, Baytex, HTC, Grupo Continental and Vivendi as ones to watch

North's John Husselbee has shifted exposure across his multi-manager growth portfolios, adding 6% to risk assets and cutting back defensive positions.

Henderson's Emily Adderson, manager of the £85m Global Financials fund, gives her take on the findings from the stress tests on Ireland's banking sector, announced yesterday.

A global focus has helped managers Richard Scott and Daniel Lockyer maintain their impressive long-term track record at new venture Hawksmoor Investment Management.

Vincent Lagger, fund manager at Swiss & Global Asset Management, examines Indonesia's role in Asia's ongoing growth story.

GSAM chairman Jim O'Neill calls for UK rate rise but expects oil price shock to be temporary

BlackRock is preparing to expand its equity income fund range with the launch of onshore global, European, and resources offerings.

The risks descending from political unrest in the MENA region may exceed investors' expectations and cause further 'market setbacks', warns SVM's Colin Mclean.

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