M&G

In a week when tapering talk reached fever pitch, one of our best read stories looked at the dollar slump as Fed chief Ben Bernanke said he will hold firm on QE for a while longer.

THE BIQ QUESTION

A row between M&G's Tom Dobell and the board of an AIM-listed oil group has intensified after the manager called for new directors to be appointed and labelled the current pay deals for bosses 'excessive'.

M&G's Stefan Isaacs has pointed to the "surprisingly dovish" statement from ECB president Mario Draghi as a sign the bank may introduce fiscal stimulus sooner than the market expects.

Leading strategic bond fund managers have cut their aggressive shorts on US treasuries, on the expectation the Federal Reserve may postpone plans to scale down QE if growth and inflation continue to undershoot.

M&G Investments' Alex Odd (pictured) has left the firm, handing his underperforming £1.4bn M&G Dividend fund to Phil Cliff amid a re-shuffle of the group's equity desk.

M&G Investments' top performing bond fund manager Richard Woolnough has argued the global economy is in a much healthier place than GDP figures suggest.

Mike Riddell, bond fund manager at M&G, has warned if emerging market debt outflows continue at their current pace or worsen, the effect on the asset class is likely to be "cataclysmic".

M&G's Tiltman is backing "the Carnaby street of tomorrow" in her REIT securities fund in a bid to tap the emerging consumer.

Brazil's elimination of foreign investment taxes has met with a mixed reaction as emerging market nations seek to restore their attractiveness to investors.