Artemis' James Foster has taken off a 12% short position in UK gilts and US treasuries in the past few weeks, in the view the MPC will not hike rates until August.
Artemis' James Foster said the Monetary Policy Committee should hike interest rates to the same level as those in the eurozone to push up the value of sterling and stem inflation.
Artemis has hired Simon Edelsten and Alex Illingworth to build a new global stockpicking franchise for retail and institutional clients.
Artemis' Jacob de Tusch-Lec has sold down positions in the US and increased his weighting to emerging market stocks after the US' leading index hit a three-year high.
Bond fund managers have warned they are concerned about the quality and risks of some debt coming to market after a record 12 high-yield bonds were issued last week.
M&G's bond manager Jim Leaviss has clashed with Artemis' James Foster over whether the MPC should raise interest rates.
Artemis' fixed income star James Foster says the governor of the Bank of England needs to raise rates now to prevent inflation becoming embedded in the system.
UK stocks exposed to the domestic economy have been overlooked by the market and are attractively valued despite the gloomy outlook for the UK, says Tim Steer at Artemis.
Artemis' Jacob de Tusch-Lec has taken exposure to emerging markets from around 4% underweight to 4% overweight in his £27m Global Income fund since the beginning of the year following falls in share prices in the past six months.
Incisive Media's editorial director Lawrence Gosling speaks to Guy Disney and Martin Hewitt about the four wounded soldiers who aim to walk to the North Pole.