Moody's has stripped France of its AAA rating as Artemis' William Littlewood becomes the latest fund manager to turn more negative on the country.
This week, managers explain which moves have helped their performance in 2012.
European equity managers are increasing exposure to special situations stocks as they seek new opportunities away from overvalued defensive names.
The bull run in UK mid caps could be coming to an end, with multi-managers starting to sell down top-performing funds in the sector and growth fears threatening consumer facing names.
Concentration risk in the UK equity income sector is a well-versed issue, but how can wealth managers find a way around the problem? Katie Holliday reports.
Joanna Faith asks managers for their best global income stocks.