While the outlook for the market remains uncertain, the US recovery is showing clear signs of progression.
Management teams of US companies appear to be in wait-and-see mode as they can still see several hurdles the economy needs to get over in order to ensure future growth.
F&C's Fatima Luis is boosting exposure to floating rate notes as a protection against rising rates.
Global listed property securities provided good returns for investors in 2009 and markets rallied as the global economy responded to government stimulus measures.
Threadneedle is considering an expansion of its absolute return range in the coming months, with the possible launch of a long/short fund focused on US equities.
Despite the significant gains generated in bond markets in 2009, we believe the case for corporate bonds remains strong.
While managers may agree on the shape of the recovery in many countries, the shape for the US is less clear
Thames River manager plans to hedge against a 10% drop in trending markets
Fifth Third Asset Management president and CIO Keith Wirtz believes the US capital markets will enjoy a late rally following the mid-term elections in November.
While there are a number of solar ETFs investing in promising projects globally, investors may be better off opting for a more general clean-energy-based fund strategy, writes Martin Morris.