Jupiter's Philip Gibbs has taken a net short position on UK domestic stocks, on concerns about the rising deficit and fears of escalating gilt yields.
Jupiter multi-manager head John Chatfeild-Roberts has taken over the group's CIO role from Edward Bonham Carter.
What does the marked in rise in inflation to 2.9% mean for exposure to fixed interest funds.
Investment Week surveyed leading advisers to get their opinions on which funds and managers will deliver the best returns over the next 15 years
North American fund managers argue that US corporates offer the opportunity to benefit from rapidly growing emerging markets and thereby offer the best of both investment worlds
Top five funds in IMA Strategic Bond sector all return above 4% over one year against an average of 23.1%
Launched in February 2008, the £127m Jupiter India fund has significantly outperformed its peers in the IMA Specialist sector over the past year, up 100.4% to January 11, compared to the sector average of 40.4%.
Fund managers believe Barclays, HSBC and Royal Bank of Scotland are the UK banks most likely to suffer if the latest US plans to curb risk taking in the sector are effected.
Artemis Strategic Assets, Cazenove Absolute UK Dynamic and Jupiter Absolute Return made the top ten bestseller list through Hargreaves Lansdown's direct to consumer Vantage platform for the whole of 2009.
While job losses have been milder than those seen in previous recessions, it might be tempting to think, despite an extraordinary recession, we are set to enjoy an ordinary recovery.