RWC Partners has made significant changes to its Global Convertibles fund since the departure of former managers Miles Geldard and Lee Manzi.
The euro will have broken up before the end of this Parliamentary term, according to the majority of economists surveyed by The Sunday Telegraph.
Banks in the eurozone will suffer "considerable" loan losses in 2010 and 2011, potentially leading to €195bn (£165bn) in futher write-downs, the European Central Bank warns.