Invesco Perpetual's income stalwart Neil Woodford remains convinced pharmaceuticals are the buy of the decade, stating the sector is now the cheapest it has ever traded.
UK equity income stalwart Neil Woodford has argued further quantitative easing measures in the UK may be stifled by a sharp rise in the oil price.
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In this Q&A Merlin manager and Jupiter CIO John Chatfeild-Roberts explains his thinking on financials and his fears over the impact of quantitative easing.
Kames Capital bond manager Stephen Snowden said liquidity in the investment grade corporate bond market has fallen 80% since 2007, which could create difficulties for managers trying to manoeuvre out of larger positions in this space.
M&G tops both retail sales lists as investors seek out bond funds, while BlackRock's active and passive vehicles also prove popular.
Invesco Perpetual is bringing a range of multi-asset, risk-rated funds to the UK run by its Atlanta-based global asset allocation team headed by CIO Scott Wolle.
Invesco Perpetual's co-head of fixed income Paul Read has said April's French presidential election is the "one to watch" for markets in 2012.
Top managers spy high yield opportunities as European Central Bank's liquidity injections transform banks' refinancing operations.