For the first time in five years, Goldman Sachs is more bullish on US growth than global consensus.
Fidelity International is bringing a small-cap-focused UK Opportunities fund to the retail market on 10 February.
PIMCO's Guillermo Osses has joined HSBC Global Asset Management as head of emerging markets debt portfolio management.
Henderson's John Pattullo, Jenna Barnard and Trevor Green have turned around poor performance on the Managed Distribution fund they inherited from New Star, with the addition of Ucits III powers and a more cohesive approach.
Fund managers cannot agree on whether stagflation is the next threat to the UK recovery and are adopting radically different strategies to protect portfolios in a higher inflation, low growth environment.
High profile investment trust managers including Fidelity's Anthony Bolton and Jupiter's Alex Darwall are injecting huge amounts of personal capital into their own vehicles, according to research by broker Collins Stewart.
Sovereign credit risk and a rise in interest rates could threaten the credit market by impacting the cost of funding companies and eroding the value of bonds, says Julie Lamirel at Axa Investment Managers.
The US government needs to make a decision on whether to raise its debt limit to fend off rating agencies in the light of Japan's downgrade, according to OMAM's head of fixed income Stewart Cowley.
J.P. Morgan Asset Management has renamed and slashed the charges on its UK Active 350 fund as the group looks to offer investors an active alternative to passive index trackers.
Hedge fund manager John Paulson netted more than $5bn (£3.15bn) last year, likely to be the biggest annual profit in investing history, according to the Wall Street Journal.