Cazenove

George Soros and John Paulson are among the investors buying gold in anticipation of an uptick in price driven by more QE in developed economies this year.

Robin McDonald, co-head of the multi-manager range at Cazenove, has said investors should not hold out for further stimulus from the Federal Reserve as he believes it has ceased its policy to weaken the US dollar.

Equity markets around the world have struggled to make headway this year, with many major indices giving up gains made early on to leave them standing flat or down for 2012.

Cazenove's chief investment officer (CIO) Richard Jeffrey delivers his verdict on how the threat of financial market meltdown is being used by all and sundry across Europe to get their own way.

A number of fund providers are supporting the split of the Absolute Return sector into sub-categories based on strategy, which could see many vehicles in the Unclassified and Specialist sectors moved into the new groupings.

UK inflation will not be allowed to fall back to its 2% target because Mervyn King and his colleagues are keen to prevent a disinflationary spiral, according to leading fund managers.

GILTS

Since its creation in 2008, the absolute return sector has been a bone of contention for intermediaries.

Morningstar OBSR investment research analyst Richard Whitehall looks at which UK All Companies funds have managed to overcome the recent turbulent market conditions.

Equity markets are stuck in a ‘www. cycle' which cannot end until major headwinds such as the eurozone crisis and countries' debt levels are tackled, according to Cazenove's Julie Dean.