Fixed income managers have cautioned the Bank of England (BoE) will be forced to backtrack on its forward guidance measures as it has been too pessimistic over the state of the UK economy.
Artemis' de Tusch-Lec tells Dan Jones how he swapped high quality names for value stocks to send his £260m fund into the top quartile over three years.
Leading strategic bond fund managers have cut their aggressive shorts on US treasuries, on the expectation the Federal Reserve may postpone plans to scale down QE if growth and inflation continue to undershoot.
Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.
Anti-capitalist protesters campaigning against the G8 summit in London forced some fund groups to instigate protocols which saw fund managers work from home today.
Artemis has poached Richard Pursglove from Goldman Sachs Asset Management to head its retail business.
Artemis managers Adrian Frost and Adrian Gosden have bought into Lloyds Banking Group as the bank's share price nears the point at which the government bought in during the financial crisis.
Artemis Strategic Bond manager James Foster has avoided taking a hit on Co-operative Bank bonds by selling his position two weeks before today's sell-off.
Artemis Strategic Assets fund manager William Littlewood is running the lowest net equity position in the fund's history in expectation the current rally cannot continue.