News

Thailand, Indonesia and the Philippines (TIPs)have struggled recently but remain a solid investment case, Liz Evans at Cavendish has said.

Threadneedle's head of European equities William Davies has said it is "inevitable" Greece will default in the next two years.

Oriel urges investors to sell stakes in Anthony Bolton's Fidelity China Special Situations trust and transfer to GEM portfolios.

PIMCO's sterling portfolio head Mike Amey believes the 30-year bull market in UK gilts is dead and has shifted his focus towards emerging market currencies.

Allianz Global Investors has warned European growth will not return to pre-credit crisis levels for years to come.

High yield bonds will return 7%-8% in 2011, according to Ian Edmonds of Legg Mason, driven by a surge in M&A and falling default rates.

Old Mutual Asset Managers' Stephen Message said UK dividends will rise 10% this year, driven by FTSE 250 companies increasing payouts for shareholders.

Aberdeen's Hugh Young has said a China slowdown will be "beneficial" to the global economy, after manufacturing growth dropped to its lowest level in over two years.

Debt-laden Greece could drag the whole eurozone into a "vortex of default, bankruptcy and an economic slump", Threadneedle's Leigh Harrison has warned.

Opportunities in the pharmaceuticals sector continue to be overlooked, with "phenomenal value" on offer, Invesco Perpetual's Neil Woodford has said.