UK investors back challenger banks
India is going to surprise investors by its pace of reform, and the best way to tap the change is through investments in steel, coal and autos, explains BlackRock's Andrew Swan.
Marlborough's European manager David Walton highlights the niche German companies which can buck the growth slowdown in Europe - as well as the mid-caps that could speed ahead.
In the week that Tesco admitted it had over-stated its first half results by £250mn, Invesco Perpetual's Mark Barnett warns investors should be especially vigilant over visibility of earnings.
PIMCO founder Bill Gross, manager of the PIMCO Total Return fund, has quit the group to join Janus Capital.
"Ostrich" investors who buy equities and ignore the risks may find their "day in the sun" is soon over, the managers of Ruffer investment company have warned.