government

Santander's Hak Salih has been increasing his fund's exposure to defensive stocks, believing the UK economy will remain volatile for a number of years.

Fund managers fear strong near-term pressures on gilts and sterling after the market reacted poorly to a hung parliament last week.

INVESTMENT TRUSTS

JAPAN

Jupiter's Charlie Thomas expects clean energy stocks to rebound as government stimulus boosts investor sentiment towards the sector.

CHIEF EXECUTIVE INTERVIEW

Felix Wintle has made some strong sector shifts in his Neptune US Opportunities fund over the past two weeks, after admitting he has been too bearish on the American economy.

ON ASIA

ON THE US

Old Mutual Asset Managers' Stewart Cowley plans to remove all gilt and sterling exposure from his global portfolios unless tough austerity measures are made following the general election.