Neil Woodford is poised to increase the limit on overseas investments in his £940m Edinburgh investment trust to 20%, as the manager continues to find better income opportunities outside of the UK.
Nick Mustoe, chief investment officer at Invesco Perpetual, says attention has now shifted from global tensions to optimism about the US economic recovery.
Generalist investment trusts failing to attract investors as macroeconomic headwinds grow.
Invesco Perpetual managers Paul Causer and Paul Read have trimmed high yield and credit exposure in favour of government bonds, including Spanish government debt, on their £3.2bn Monthly Income Plus fund.
Invesco Perpetual's Stuart Parks has warned Asian growth rates are poised to drop as central banks move to combat inflation.
Invesco Perpetual's Stuart Parks has moved his Asian fund more defensive in anticipation of a short-term ‘pause' in markets.
Invesco Perpetual's Stuart Parks has moved his Asian fund more defensively in anticipation of a short-term 'pause' in markets.
Rising UK equity income stars at M&G and OMAM have challenged Invesco Perpetual's Neil Woodford on his negative view of BP.
Invesco Perpetual's head of investment Neil Woodford warns BP and Shell are not attractive even with higher oil prices.
Neil Woodford, Invesco Perpetual's star income fund manager, says George Osborne's UK growth forecasts are too optimistic and expects growth to remain lower for longer.