Fidelity

GILTS

Fidelity's Ian Spreadbury has snapped up some Italian and Spanish sovereign debt, as well as corporates in both regions, to provide his funds with some extra yield.

The surprise 1% rise in UK GDP in Q3 points to only a slight improvement in the economy's growth outlook, according to forecasters.

More Western asset managers look set to follow in the footsteps of Schroders and Invesco by acquiring stakes in Indian fund management companies to take advantage of a growing interest in investments.

European equity managers are increasing exposure to special situations stocks as they seek new opportunities away from overvalued defensive names.

Fidelity's new hire Jeremy Podger has backed Google as one of several changes to the Global Special Situations fund, in spite of the sell-off following the tech giant's bungled Q3 earnings release.

US

Investment trust broker Winterflood has dropped Alexander Darwall's Jupiter European Opportunities trust from its buy list, deeming the trust too expensive to buy after its shares drifted onto a premium.

Michael Clark, portfolio manager of the Fidelity MoneyBuilder Dividend and Fidelity Enhanced Income funds, explains why he is not just attracted to the highest-yielding opportunities.

Tom Stevenson, investment director at Fidelity Worldwide Investment, reveals why companies capturing, analysing and exploiting data are excellent investment opportunities.