Investec

Alastair Mundy, manager of the Investec Cautious Managed fund, believes lowly valued blue-chip equities are possibly the best hedge against any future economic or market uncertainty.

MUNDY'S MOMENT

The FTSE took its early lead from strong gains in Asia rather than muted US markets, up by 0.5% to 5,723.51.

ON ASSET ALLOCATION

Investec Asset Management head of global interest rates Russell Silberston comments on the risk of a Bank of England policy mistake ahead of tomorrow's inflation report.

The IMA UK Smaller Companies sector has delivered a second year of strong performance after generating phenomenal returns in 2009.

Investec Asset Management's Paul Carr believes sterling is the most undervalued major global currency.

Investec Asset Management has broadened the benchmark of its flagship Managed Currency fund to increase emerging market exposure.

Highly regarded Investec Asset Management energy duo Jonathan Waghorn and Mark Lacey are running an overweight position in the ‘deeply distressed' gas sector.

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