Fund managers cannot agree on whether stagflation is the next threat to the UK recovery and are adopting radically different strategies to protect portfolios in a higher inflation, low growth environment.
Unicorn's Outstanding British Companies fund quietly passed its fourth anniversary at the end of last year, building an estimable track record along the way.
The coalition government's emergency budget and harsh spending cuts risk driving the UK economy back into recession, warns veteran hedge fund manager George Soros.
For the year ahead I think everyone's desire would be for a fund manager to be able to state exactly what is going to happen over the next 12 months and exactly how they think their portfolio is positioned to benefit from that.
An underweight to the commodities sector and a heavy overweight to financials has hit performance on the Fidelity Special Situations fund over the last year.