Morningstar

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.

Marlborough's Giles Hargreave has reversed his notoriously bearish stance on equity markets for the first time since 2008, telling investors now is the time to be fully invested.

Ardevora's Jeremy Lang has predicted global markets are halfway through a 12-week equity rally, and his team have wound back long US consumer positions as a result.

FUND MANAGER FOCUS

CONTRARIAN

The past three years have been a tumultuous time for the financials sector, which has seen a phase of deleveraging, rights issues and balance sheet repair which continues to this day.

PSigma's Bill Mott has warned earnings growth forecasts for UK companies are far too high, while equity markets have reached a peak and are set for a correction.

EQUITY INCOME

Allianz Global Investors has announced plans to make its Income and Growth fund available to UK investors through the launch of a sterling hedged share class at the end of the first quarter.

Principal Investment Management's latest income study urges investors to switch out of Robin Geffen's £1bn Neptune Income fund, warning its global growth emphasis is likely to disappoint this year.