Architas' Caspar Rock has bought exposure to physical commodities in the £33m Multi Manager Dynamic fund to hedge against rising inflation.
The LVAM manager says stocks are cheap historically and running healthy yields
MAM funds' Gervais Williams believes UK small caps are set to thrive in an anaemic growth environment as they focus on returning cash to shareholders.
Threadneedle head of UK equities says stocks look good value despite precarious state of the UK economy
Sanlam's Kokkie Kooyman has completely sold out of UK banks in favour of UK insurers, and has cut positions in European and US banks in his Global Financial fund.
North's John Husselbee has shifted exposure across his multi-manager growth portfolios, adding 6% to risk assets and cutting back defensive positions.
Gartmore's Richard Pursglove and Phil Wagstaff will not be joining Henderson as part of the takeover deal.
The index of 100 leading shares bounced 1.57% this afternoon as better than expected economic data sent financial stocks soaring to the top the leaderboard.
Eurozone rescue funds amounting to €500bn will not be enough to meet the financing needs of Spain, Portugal, Belgium and Italy in 2011-2013, Cazenove Capital Management's Peter Harvey says.
Emerging markets veteran Mark Mobius is shunning domestic market Chinese A-shares in favour of Hong Kong H-shares following underperformance.