BlackRock's Catherine Raw says commodities will continue their bull run and remain an attractive investment at relatively cheap valuations.
European equities have enjoyed a strong rebound in recent months as business and consumer confidence indicators have started to improve, and investors anticipate the beginnings of a global economic recovery.
At the moment I would suggest a great many virtuous fund managers have got their caution towards the euphoric stock markets about right. A couple of weeks back I could turn to almost any page in the news section of this fine paper and find a sensible...
Only 12% of the UK's most highly rated fund managers believe bonds will outperform equities over the next 12 months, according to a survey by Chelsea Financial Services.
BlackRock UK Income manager goes top-quartile with barbell approach to investing
Higher exposure to cyclical industries gives Europe the investment edge over the US, according to BlackRock Global Equity fund manager Andrew Williamson-Jones.
Diverse sector at the forefront of downturn over past year, with just eight funds producing positive returns to investors
F&C has reintroduced AXA Framlington Equity Income to its multi-manager Cautious and Distribution portfolios.
The UK equity market has the potential for continued strong returns despite its recent strength.
BlackRock CIO Bob Doll believes the S&P 500 could reach 1,250 during this cyclical bull market, but he expects the markets to face a near-term correction.