UK

Artemis UK Growth managers Tim Steer and Stephen Yiu have bought into Lloyds as they increase exposure to domestic-oriented stocks and start shorting former favourites.

Royal London Asset Management's Derek Mitchell (pictured) looks at what is driving global stocks, and asks if macro events are combining to create 'the perfect storm' in markets.

JOHCM's top performing income manager Clive Beagles outlines his favourite themes within UK domestic stocks, including 'self-help' stories such as ITV, as the economic recovery gathers pace.

The FSA is set to probe the asset management industry in a review of the risks of bribery, corruption, sanctions and money laundering, according to law firm Dechert LLP.

Santander multi-managers Tom Caddick (pictured) and Toby Vaughan have invested in a UK equity income fund using their UK equity weighting for the first time.

PIMCO has listed 23 funds across a number of IMA sectors, including the £20bn Total Return Bond fund in the Global Bond sector, managed by Bill Gross (pictured).

Starting valuations for UK stocks and increasingly negative equity sentiment point to the beginnings of a new bull market, according to Schroders' Richard Buxton.

Barclays is the most attractively valued UK bank, offering the best potential for growth if it restructures its investment banking division, according to J.P. Morgan Cazenove.

AUTUMN STATEMENT

Malcolm Kerr, executive director in Ernst and Young's financial services division, gives his top predictions on what the world will look like from January 2013 and for the next four years.