Edinburgh Partners' Dale Robertson has completed 95% of rationalisation task on trust
Old Mutual Asset Managers' Stewart Cowley plans to remove all gilt and sterling exposure from his global portfolios unless tough austerity measures are made following the general election.
Cazenove European manager tells Asset.tv's Mark Colegate why year ahead is more likely to resemble 2008 than booming 2009
Baring Europe Select Trust manager Williams foresees increased interest in low-valued European companies
This week's panel discusses European equities and the impact of the Greek tragedy
Neptune's Rob Burnett has built up a 10% cash weighting in his European Opportunities fund and is continuing to position defensively in response to the region's recent economic concerns.
Since when has hyperbole become a staple of investment analysis?
Sarasin's Daniel Briggs has reduced sterling and euro exposure in the £231m GlobalSar IIID fund over concerns for public sector deficits.
The sharp rally in European equity markets appears to have run ahead of the fragile economic recovery but there still seems to be scope for further setbacks.