Investors are better off looking away from the US for their developed market equity exposure, Cazenove Capital multi-manager Marcus Brookes has argued.
Investors looking at asset managers' shares should be buying into Jupiter, Schroders and Aberdeen this year, as major acquisitions and RDR continue to benefit the three businesses, according to JPM Cazenove analysts.
Brian O'Neill, one of the country's longest-serving managers, is to retire from his role running the Henderson Global investment trust next year.
Fund groups signed up to Skandia's WealthSelect proposition are holding further talks with the platform after it altered its pricing plans, sparking concerns over margins.
Hargreaves Lansdown could be set to charge lower-end clients around 70bps when it publishes its new clean fee structure, expected this week.
Potential interest rate rise in 2014 could prompt flight from fixed income into commercial property.