Shifts in currency and equity positions
Concerns about US rate rise impact on EMs
Stepping down to focus on running Merlin range
The Battle Against Cancer investment trust (BACIT) has backed Woodford's Patient Capital trust at launch.
Jupiter's John Chatfeild-Roberts has predicted the European Central Bank (ECB) will unveil a long-awaited quantitative easing programme at the start of next year, boosting the region's equity markets in the process.
Jupiter's Merlin multi-manager team have added Neil Woodford's equity income fund to their portfolios as they back the manager's new project from launch.
Jupiter Asset Management's Peter Lawery, a key part of the group's Merlin multi-manager team headed by John Chatfeild-Roberts (pictured), is to retire at the end of the year.
The 'considerable reversal' in the fortunes of mid- and small-cap stocks seen since the start of March is likely to continue as large caps come back into favour, according to Jupiter's John Chatfeild-Roberts.