BlackRock's Mark Lyttleton has cut his banking exposure on concerns a heavier burden of regulation and increased capital requirements are clouding the outlook for the sector this year.
Sparks and Dickstein expect US Fed to keep holding asset class in short term
The end of the sovereign debt crisis in peripheral Europe may be in sight despite continued negative newsflow from the region, several managers claim.
BlackRock's Evy Hambro has ruled out the introduction of a discount control mechanism (DCM) to rein in the discount on his £1.6bn BlackRock World Mining trust.
ON SPECIALIST MARKETS
BlackRock is preparing to expand its equity income fund range with the launch of onshore global, European, and resources offerings.
Gold mining equities are poised to climb a further 30%-40% before they are fully valued, according to Investec Asset Management's Bradley George.
Several fund managers have warned the Bank of England is underestimating inflation in the UK, and they expect it to be higher for longer than predicted.
Adam Avigdori, portfolio manager of BlackRock's UK Income fund, discusses why he is predicting good single-digit dividend growth this year and next.
Warren Buffett has emerged as one of the biggest investors to be affected by Japan's earthquake and tsunami, with estimated paper losses of $150m from his investments in reinsurers Swiss Re and Munich Re.