Equities

Investors in US large-cap equities could benefit from up to 30% upside in 2011, says Legg Mason Capital Management's Mary Chris Gay.

EUROZONE DEFAULT A CERTAINTY

Government bonds are unlikely to deliver strong returns in a low interest rate environment going into next year, warns Jupiter CIO John Chatfeild-Roberts.

Having just reached the first anniversary of its launch, the Goldman Sachs US Equity Absolute Return portfolio provides a route, through a Ucits structure, to access the US equity market.

Swiss & Global Asset Management has expanded its range with the launch of the Julius Baer Absolute Return Europe Equity fund.

Aegon is launching a retail share class for its Inflation Linked fund.

BP is set to halve its previous £6bn annual dividend when it reinstates payouts early next year.

We round-up industry reaction to the Federal Reserve's announcement it will pump a further $600bn of stimulus into the US economy.

CONTRARIAN INVESTOR

Aberdeen co-heads of multi-manager Graham Duce and Aidan Kearney have been building up cash across their MM range on expectations of near-term pressure for equity markets.