Ardevora co-founder and fund manager anticipates peaking inflation and looser lending rules will unleash new economic growth phase in China.
Managers are moving back into global equity markets as the VIX ‘fear index' falls from a recent peak.
Google stock could rise as much as 25% to $700 per share, managers say, as the tech giant's latest earnings report showed impressive profit growth.
Henderson's Charlie Awdry expects Chinese inflation to cool in Q4 and fall towards 5%, allowing the authorities flexibility to ease monetary policy and boost shares.
JO Hambro Capital Management's Paul Wild has urged investors not to give up on Europe as a "grand plan" is on its way.
European inflation levels edged up 0.5% in September to 3%, Eurostat has confirmed, reducing the possibility of a rate cut.
The Royal Bank of Scotland (RBS) has been labelled the "most vulnerable" bank in Europe by Credit Suisse, in a note which also warns it may need further state aid.
Ian Sayers, director general of the Association of Investment Companies (AIC), believes as Skandia, FundsNetwork and Cofunds move towards unbundled pricing models, investment trusts move one step closer to competing on a level playing field with OEICs....
Global macro funds outperformed most other hedge fund strategies in the third quarter of 2011 as bearish bets on commodities, equities and the euro started to pay off.
The week has once again been dominated by the eurozone crisis, with a crucial meeting taking place today, while the regulator has warned the Arch cru debacle may not be anyone's fault.