F&C's Robert Siddles believes US small caps will act as good inflation hedge when CPI starts to rise.
There is momentum gathering behind the argument that Europe is the sick man of the World.
Optimism is returning to global economy say managers
Jupiter's Philip Gibbs has opened up a net short position on "overvalued" UK commercial property stocks as the manager develops a number of early themes into his new Absolute Return fund.
European equities is not the most popular asset class right now and Greece's very public debt problems are an indication of why.
US equities got off to a strong start in January, boosted by better-than-expected ISM manufacturing data, the US unemployment rate and corporate earnings results.
Climate change continues to be a controversial topic, but how should level-headed investors respond?
"I give this portion of my estate as a thank-offering in the firm conviction that never again shall we have a chance of giving our country that form of help which is so vital at the present time" - Stanley Baldwin, first secretary to the Treasury, 1923....
$123trn is a lot of money - it could almost repay most of the UK government's UK debt and my credit card bill combined.