UK Smaller Companies trusts were among the best performers last month, after the political uncertainty of the general election subsided.
Sterling has pulled back against the dollar after a second estimate of Q1 UK GDP growth failed to produce the upwards revision expected by economists.
Bank shares were clear winners in the days following the Conservatives' shock election win, and fund managers predict they have further to run. Investment Week lists funds positioned for a further rally in bank shares.
Now let's debate the issues
Ros Altmann has been named as the next pensions minister, replacing Steve Webb.
Investors cheered last week's election result, but an EU referendum and SNP agitators could have major implications for markets this year. Six wealth managers analyse the possible impact.
Markets have responded positively to news of a Conservative election win, but uncertainty over Britain's membership of the EU and Scotland's future are storm clouds on the horizon, according to economists and fund managers.
We look back at Steve Webb's achievements since 2010
An investment industry wish list
Activist government may target investors
Should investors fear a Brexit?
The Conservatives will introduce a law that will guarantee no rises in income tax rates, VAT or national insurance before 2020, the party is to announce.
Three reasons to 'put capital preservation above greed'
What did you miss?
Investors' unease over the general election has been blamed for discounts on several UK equity investment trusts reaching their widest point in 12 months.
With less than four weeks to go until the general election, wealth managers and strategists give their view on how investors should be positioned.
Labour will close the 'non-dom' tax loophole should it come to power in May, party leader Ed Miliband is set to announce later today.
The stakes are high as the 2015 UK general election draws near. Labour's interventionist approach and the prospect of a referendum on EU membership are both causing concern, but which 7 May outcome would be best for investors?
What impact would a ‘Brexit’ from the EU have on financial services?
Episode 3: Budget 2015 Special
Why do fund buyers limit exposure?
Ardevora co-founder and partner Jeremy Lang addresses five of the biggest concerns facing UK equity investors in current markets.
The European Central Bank may be forced to buy investment grade corporate debt in an expansion of its QE programme, according to M&G fixed income manager Richard Woolnough.
The possibility of two separate general elections in the UK this year is causing concern for fund managers, who say it could lead to prolonged turmoil for equities and sterling in 2015.