Artemis

The managers of the £4.4bn Artemis Income fund bought into Standard Chartered last month, but the bank's leading shareholder is reportedly looking to offload its stake.

CHINA

ON BONDS

Last week the yield on UK gilts dropped below US treasuries as the Bank of England's quantitative easing programme continued to impact the market.

Jacob de Tusch-Lec, manager of the Artemis Global Income fund, is upping his exposure to Real Estate Investment Trusts as he seeks to inflation-proof part of his portfolio.

The continued squeeze on liquidity in the corporate bond market could lead to the closure of larger funds to investors and even cause parts of the corporate bond and gilt markets to shut down.

ON UK GROWTH

Strategic bond managers have been reducing high yield exposure in anticipation of a default rate spike in the second half of the year.

GREEK ELECTIONS

European companies trading on high price/earnings ratios amid a cheap market can still deliver strong returns for investors in the coming years, according to Mark Page, co-manager of the Artemis European Opportunities fund.