Paul Brain plans to increase his allocation to developed market sovereign debt in his Newton Global Dynamic Bond fund from 5% to 30% over the next few months.
As information moves faster, and advisers and product providers identify market trends more quickly, investors have to be quick to catch the nano-second before an exciting opportunity and considered strategy becomes a bubble.
S&P's Daniel Vaughan reviews managers' positions in sector as elections approach
We believe some dividend forecasts for 2010 may be too high.