Analysis

Gold ETFs have started seeing inflows for the first time in months, as political turmoil in the Ukraine and weak Chinese data pushed investors into safe havens.

ON EUROPE

ON THE US

Adrian Lowcock, senior investment manager at Hargreaves Lansdown, has put forward six investment ideas for those yet to use their ISA allowance, as the 2013/14 tax year comes to a close.

Andrew Neville, manager of the Allianz Global Small Cap Equity fund, has said the best value stocks across global markets can now be found in Southern Europe, following rallies across most of the globe.

SENATE CONFERENCE

Neil Veitch is rotating his SVM UK Opportunities fund from domestic to international stocks, in the view optimism around the UK recovery has peaked and left sterling looking vulnerable versus the US dollar.

ON UK INCOME

David Coombs, head of multi-asset at Rathbone Unit Trust Management, is cutting out all passive equity exposure across his fund range and buying concentrated, high conviction portfolios in an effort to add alpha.

ON EMS