Investment

Diplomatic and territorial conflicts have been rising but defence stocks remain strangely overlooked. City Financial's Benjamin Dawes explains why cyber security and homeland defence companies are worth a punt.

Polar Capital has hired L&G's Guy Rushton to head a new UK absolute returns team, with a first fund launch slated for Q3.

The Investment Management Association (IMA) is understood to be looking at a range of sectors for the increasing number of risk-targeted funds which are choosing to remain unclassified.

The Bank of England will hold off on hiking rates for six months if it does not act by November, leaving a "clear run" for investors until the general election, Richard Buxton has predicted.

The S&P 500 briefly crossed the 2,000 threshold on Monday after US Federal Reserve chair Janet Yellen signalled she will hold back on any aggressive move on interest rates.

Skandia has handed £640m worth of life mandates currently run by Invesco Perpetual's Mark Barnett to Neil Woodford, in a move Hargreaves Lansdown analysts suggest may be the first of many.

Have markets become desensitised to geopolitical conflicts?

Spotlight on: Vietnam

Investment Week reveals the most bearish UK equity managers at a time when an increasing number are holding a significant chunk of their portfolios in cash as fears of a correction grow.

The team running J.P. Morgan Asset Management's natural resources fund has said the gold price is unlikely to surge ahead from current levels, as US monetary policy and a strengthening dollar continue to weigh on sentiment.