News

Turkey is unlikely to suffer any contagion effects from the events in Egypt, says Jupiter's Elena Shaftan, but she warns the most dangerous time for investors will be after the country's next election on 4 June.

The Egyptian crisis has boosted the price of oil to a two-year high but sent equity markets lower, causing some managers to warn of contagion risk to the global economic recovery.

Kate Barker, a former leading member of the Bank of England's MPC, has warned the UK economy could be only part way through the financial crisis.

Europe should relieve Greece of a third of its debt burden as the country's programme of cuts will only stifle economic growth, says Mohamed El-Erian.

AXA's multi-manager firm Architas is planning to launch a series of Ucits ‘distributor' funds midway through this year as part of a push into Europe.

Dalton Strategic Partnership's global head of asset allocation Andrew Dalton is seeing value in out-of-favour Japanese equities and predicts this year they could perform as strongly as in 2005.

JOHIM's Asia manager has refuted claims China's inflation rate is out of control and said any volatility resulting from these fears should be treated as a buying opportunity.

LGIM's Richard Hodges has added 12% to his high yield positions in the £1.3bn Dynamic Bond trust, and expects to take exposure to 50% this year.

The Aberdeen multi-management team has begun to build up exposure to developed regions, with a skew towards UK equity funds.

Some of the biggest Chinese investors in the investment trust universe have clashed over whether the country is in bubble territory.