Reits

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

Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.

Multi-asset managers have been moving back into property for the first time since the financial crisis, as higher income levels from the sector attract yield-hungry investors.

HEDGE

PROPERTY FUNDS

Japanese equity managers are betting on the domestic consumption theme following the Bank of Japan's aggressive move earlier this month to avert deflation and stimulate the flagging economy.

BUDGET

Premier's David Hambidge is expecting the FTSE to break through a record high this year, following an unprecedented start to 2013.

SPECIAL REPORT

The Association of Investment Companies (AIC) has warned offshore investment trusts and UK REITs could be under threat from FSA proposals to ban promotions of unregulated collective investment schemes (UCIS) to ordinary retail investors.