Investec

Investec's Max King has boosted his exposure to equities on the belief negative market sentiment has peaked.

Investec's Max King says investors have become too fixated on income generation at the expense of capital growth.

THE BIG QUESTION

Investec Asset Management's John Stopford says the group has been selling European and US government bonds as fears over the economic slowdown have become "overdone".

Independent providers of structured products could see biggest threat to business model yet as sector comes under RDR spotlight

Investec Asset Management, which runs more than $5.3bn in active currency funds, is retaining its short position on the Australian dollar as the country faces its first hung parliament since the Second World War.

THE BIG QUESTION

Sterling hit a six-month high against the dollar today as poor US economic data continues to weigh on the currency.

FIXED INCOME

Cazenove has appointed John Warren from UBS to work alongside small and mid-cap manager Paul Marriage.