Simon Murphy, manager of the Old Mutual UK Select Equity fund, gives Asset TV his view on the micro versus the macro outlook for 2011, and explains how, after a difficult start on the fund, some strong opportunities are starting to come through in the...
Strong platform sales helped boost Skandia UK's pre-tax profits for 2010 by 56% to £140m compared to £90m in 2009.
Market volatility will increase over the next few months as investors begin to take profits, according to Old Mutual's Aston Bradbury, but he still expects the UK market to rise 10% to 15% over the next 18 months, even if there is a correction.
Blue chips have had a first stab at hitting the magic 6,000 level following gains in the US overnight and are regrouping after falling just one point short.
OMAM head of fixed income Stewart Cowley believes gilt yields will plunge to 2% by the second quarter of next year but will more than double over the next 12 months.