Global

Domestic consumption and natural resources exports expected to drive recovery

Rensburg manager builds up big overseas bias and stays away from UK consumer to beat benchmark despite market turbulence

If the US - the world's importer of last resort - is going on an export drive, the implications for Asia may be profound, writes Aberdeen's Hugh Young.

Hargreaves Lansdown has dropped Martin Currie's Global Alpha fund from its Wealth 150 list, citing lagging relative performance and poor stock selection.

Legg Mason's Mary Chris Gay believes US large caps will be the best performers this year after being undervalued by sceptical markets.

Dean Newman of Invesco Perpetual says Brazil is currently one of the brightest prospects on the investment horizon

Saltus Partners has this morning taken some profits on a number of overseas positions to cash in on sliding sterling.

J.P. Morgan Asset Management is to launch the JPMorgan Brazil Investment Trust in a bid to tap into the country's rising economic growth.

Investec UK sales director John Tevenan is leaving to take on a newly-created role at Jupiter.

Martin Currie Global Energy fund manager Ruairidh Stewart has increased his exposure to shipping stocks in expectation of a delayed recovery.