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Legg Mason's Bill Miller is struggling to find the ‘extraordinary' value in the US he did last year, and said equity markets could rise even higher in 2014.

Kelton explains his investment process and where he is finding contrarian stock ideas in the eurozone.

ONE TO WATCH

Fund buyers have been turning to more niche bond funds in an effort to protect portfolios as the US central bank hints it will soon rein in its stimulus measures.

Skill or luck?" the marketing director of an asset manager asked me recently about a former top fund manager he has worked with.

UK equity income funds are nearing single stock limits on key holdings, causing concentration risk fears to mount, but which funds are taking the biggest bets?

Mirabaud Asset Management has poached AXA Investment Management's Anu Narula to run a new global equity portfolio.

STRATEGY

Japanese equity managers are betting on the domestic consumption theme following the Bank of Japan's aggressive move earlier this month to avert deflation and stimulate the flagging economy.

As the world adjusts to the Retail Distribution Review (RDR) funds have been impacted alongside other products, but will prices rise (and become more complicated) as a result of the RDR, or will the regulator's goal to lower fund costs be achieved?