US
Equities
Newton's James Harries has urged investors to hold back before redeploying cash into Europe.
17 October 2012
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Equities
Global asset allocation managers are reviewing their strategies as the valuation gap between US and European equities widens.
15 October 2012
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US
Neptune's Felix Wintle has positioned the £400m US Opportunities fund to play the housing recovery theme as he predicts the sector is 10% undervalued when you consider the huge pent up demand about to hit housing starts.
11 October 2012
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Equities
Investors should snap up bargains in US healthcare, technology and financial stocks which offer better value than any time over the past 60 years, Legg Mason's chief investment officer Sam Peters has said.
10 October 2012
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Economics
The US unemployment rate has fallen below 8% for the first time since January 2009, raising hopes over the strength of the US recovery and giving global equities a boost.
05 October 2012
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Bonds
Kames Capital's Euan McNeil and Stephen Snowden have identified three key catalysts that would cause the managers to move risk off in their £419m Investment Grade Bond fund before the end of the year.
04 October 2012
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Global
Morningstar's markets editor Jeremy Glaser highlights some unnerving data from the third quarter as we move into the final two months of the year.
02 October 2012
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