Opinion

THE BIG QUESTION

With choppy waters forecast, is it time to increase your cash weighting?

One of the most frequent assertions by fund managers across the UK investment press over the last year has been that, while the domestic economy may be set for anaemic growth, UK companies are set to fare a lot better.

CONTRARIAN INVESTOR

GOSLING'S GROUSE

THE ALCHEMIST

Philip Saunders and Max King, the multi-asset portfolio managers at Investec, outline the five reasons why they remain positive.

Schroders takes an in-depth look at the US financial reform and explains why it is likely to result in a stable banking and financial system.

GERMANY TO EXIT EURO

Carl Stick, manager of the Rathbone Income Fund, gives his assessment of how 'risk' should be managed.