Analysis

Ryan Hughes is planning to increase exposure to Europe in the Apollo multi-asset portfolios in one of his first asset allocation moves since joining the firm.

From beer to private equity, and cognac to cloud computing, Sanlam's global head of equities Pieter Fourie speaks to Annabelle Williams about his top stock picks across a broad universe.

ON UK GROWTH

ON ASIA PACIFIC

ON EMS

Shell and HSBC are favourite ideas in £2.7bn Investec fund as gains lag wider market.

A number of smaller investment trusts have been forced to cancel expansion plans as larger vehicles continue to dominate the market.

Charles Hepworth, investment director in charge of the DFM proposition at GAM, is selling his stake in Standard Life Investments' Global Absolute Return Strategies (GARS) fund on size concerns.

Tim Guinness, chairman and CIO of Guinness Asset Management, said natural gas is an excellent buying opportunity after a dramatic fall in value caused by the US' recent move into shale gas.

ON EUROPE