Invesco Perpetual

Invesco Perpetual's Paul Causer is predicting risk assets will rally until at least the fourth quarter following the "marked turnaround" in sentiment in European markets early last week.

Lagging Japanese equity market proves challenging for Asia Pacific inc Japan funds

Neil Woodford has continued his criticism of water regulator Ofwat, saying the organisation is "dysfunctional" and should be merged with electricity compatriot Ofgem.

Neil Woodford's Invesco Perpetual has threatened to shun UK renewable energy companies unless regulators increase the returns available to investors and provide greater certainty over future policy.

Neil Woodford, the largest shareholder in International Power, has backed the energy group's proposed tie-up with French giant GDF Suez.

Star Invesco Perpetual manager Neil Woodford is once again likely to take centre stage in takeover discussions, with top-20 holding International Power in talks to combine assets with French giant GDF Suez.

GLOBAL INCOME

F&C's multi-managers have begun reducing exposure to defensive funds across their Lifestyle portfolios in the view that the global economy is in a gradual recovery.

Some parts of the high yield bond market do not have all the default risk priced in, warns Invesco Perpetual's Paul Read.

Henderson chief economist Simon Ward believes there is more than a 50% chance of a hike in interest rates by the end of the year, as the MPC looks to curb rising inflationary pressures.