Global listed property securities provided good returns for investors in 2009 and markets rallied as the global economy responded to government stimulus measures.
Thames River manager plans to hedge against a 10% drop in trending markets
Augustus Asset Managers' funds are to invest more heavily in convertible bonds as it feels the equity risk premium is now higher than the premium it can earn on vanilla bonds.
Neptune's Rob Burnett has built up a 10% cash weighting in his European Opportunities fund and is continuing to position defensively in response to the region's recent economic concerns.
There is momentum gathering behind the argument that Europe is the sick man of the World.
Since when has hyperbole become a staple of investment analysis?
Henderson Horizon Pan European Alpha manager Paul Casson has initiated short positions in a basket of Spanish stocks on expectations of a Greek-style sell off.
The sharp rally in European equity markets appears to have run ahead of the fragile economic recovery but there still seems to be scope for further setbacks.
Natural Resources vehicle beats sector average by 73.7% over past 12 months
The euro area is interesting because the economies of the 16 member states are quite diverse while representing a broad risk spectrum.