Artemis

Banks across the world have rallied sharply in the last 12 months, the shares featuring among the best performing stocks in many indices but, after a sharp climb, are there any opportunities left for investors?

Analysts have raised concerns about the government's debt plans for 2013-14 after the Budget revealed a sharp rise in the amount of short-dated debt due to be issued.

Threadneedle's Simon Brazier and Artemis' Tim Steer have been buying up shares in Daily Mail & General Trust as they back the business' under-recognised strengths to flourish.

As advisers digest last week's revelation that top UK fund manager Richard Buxton is to exit Schroders after more than a decade at the group, attention is now turning to where to invest next.

FIXED INCOME

ON UK GROWTH

Investors' desperate search for income continues as rumours abound of the possibility of negative interest rates and bond yields remain at record low levels.

Artemis Global Select managers Simon Edelsten and Alex Illingworth have bought into a Burma-focused real estate firm as they take advantage of an increasingly accessible market.

Artemis Investment Management co-founder John Dodd has backed financier Nathan Rothschild in his boardroom battle over coal miner Bumi.

Inflation may have held steady at 2.7% in the final month of 2012, but this year it is expected to rear its ugly head once more as the impact of falling sterling pushes up import costs.