Investec is planning to switch Alastair Mundy and David Lynch's £100m Capital Accumulator fund from a zero dividend fund into a high conviction stock-picking portfolio, Investment Week understands.
Only one holding in the BlackRock Continental European Income fund has cut its dividend in the three years since the fund launched, the managers said, as the environment for European dividends looks increasingly stable.
Brazil and Mexico offer the best opportunities for investors seeking an entrance to emerging market debt, Western Asset Management Europe's director has suggested.
Fund analysis and data provider FE has launched its five risk-rated multi-asset sectors, with the universe live from today.
Andrew Neville, manager of the Allianz Global Small Cap Equity fund, has said the best value stocks across global markets can now be found in Southern Europe, following rallies across most of the globe.
Neil Veitch is rotating his SVM UK Opportunities fund from domestic to international stocks, in the view optimism around the UK recovery has peaked and left sterling looking vulnerable versus the US dollar.