Miners are set to rally ‘strongly' in the second half of 2012, according to Barings' Clive Burstow, as Chinese growth will surprise and beat its annual growth target, boosting investor confidence.
Neil Woodford's love of pharmaceutical companies has been well publicised over the past few years, but the income investor has been particularly excited about the prospects of a company using pieces of pig to regrow human tissue.
The Queen's Diamond Jubilee celebrations will cause the economy to contract between April and June, the Bank of England's Mervyn King has warned.
Investors ask whether falling Chinese housing starts could trigger end of commodity super-cycle.
Ron Sandler is to step down as chairman of Phoenix Group, the parent company of Ignis Asset Management.
As the volatility index trends downwards investors should be selling - not buying - risk assets, said Kames Capital's David Roberts and Phil Milburn as they warned the eurozone crisis will return to haunt markets.
Fund managers and economists digest the announcements made in yesterday's Budget:
The Chancellor has highlighted five key industries set to benefit from today's Budget, as he tries to move the UK away from a reliance on companies in the finance sector.
Shares in video games retailer GAME Group have been suspended as the board said "there is no equity value left" in the firm and it intends to appoint administrators.