Jupiter

ON RUSSIA

The results of last December's stress tests have prompted Threadneedle's Cormac Weldon to move to an overweight in financials as he calls the end of the banking crisis.

A growing focus on short-term fund performance combined with shorter market cycles is prompting professional investors to protect themselves by raising cash positions.

FIXED INCOME

Philip Gibbs, manager of Jupiter's £710m Jupiter Absolute Return fund, has been "massively increasing" his position in Barclays debt in the belief that high yielding bonds represent a major opportunity.

UK

Leading investors cast doubt on much-vaunted re-rating of lacklustre gold mining shares.

Emerging markets managers have tipped Russia to soar ahead of its EM peers in 2012, driven by higher oil prices, weak valuations and Vladimir Putin's economic reforms.

In this Q&A Merlin manager and Jupiter CIO John Chatfeild-Roberts explains his thinking on financials and his fears over the impact of quantitative easing.

Jupiter Fund Management saw pre-tax profits jump in 2011 despite a fall in AUM, and has hiked its dividend by 13%.