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.
Jonathan Winton, co-portfolio manager of the Fidelity UK Smaller Companies fund, explains why under-researched stocks allow managers to look ahead for changes the wider market is likely to miss.
As equities reach record highs and fresh volatility hits fixed income markets, Investment Week asks if cash is now looking like a more appealing proposition.
Fidelity's Alex Wright has boosted exposure to banks as consolidation in the wealth management sector sees opportunities to invest there dry up.
The Office for National Statistics this morning revealed UK CPI inflation turned negative for the first time on record, but key industry figures suggest this deflationary spell will be temporary.
An IFA based in Plymouth has hired a head of advisory services from industry giant Fidelity.
Three-year return drivers
Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.