Artemis

This week, managers explain which moves have helped their performance in 2012.

European equity managers are increasing exposure to special situations stocks as they seek new opportunities away from overvalued defensive names.

The bull run in UK mid caps could be coming to an end, with multi-managers starting to sell down top-performing funds in the sector and growth fears threatening consumer facing names.

Concentration risk in the UK equity income sector is a well-versed issue, but how can wealth managers find a way around the problem? Katie Holliday reports.

Joanna Faith asks managers for their best global income stocks.

GOSLING'S GROUSE

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.