William Littlewood, manager of the £798m Artemis Strategic Assets fund, explains why he is bearish on Japanese bonds but favours Asian currencies, and why he is not buying miners.
Artemis is set to add a global energy fund to its product range on 11 April.
The telecoms sector has turned a corner, with topline growth starting to emerge after 10 years of almost no growth, says Jacob de Tusch-Lec at Artemis.
Artemis' William Littlewood has reduced overall net equity exposure in his £700m Strategic Assets fund in the view rising shares are vulnerable to disappointment.
Artemis' Mark Niznik is continuing to eye a partial sale of his UK Smaller Companies fund's largest holding Vostok Energy, the unquoted Russian gas exploration company.
Artemis Strategic Bond fund manager James Foster has increased his short position on gilts following Tuesday's stronger than expected UK growth figures.
UK dividends are rising for the first time since March 2009 as Artemis' Adrian Frost said dividend growth is back on the table.