Liberum Capital

Stocks chosen from the FTSE 350 and Stoxx 600

Private equity and multi-asset funds should rise

William Tamworth joined last year

Investment bank Liberum downgrades groups

Joins in new role as head of UK equity research

Fund selectors are buying into asset-backed securities, labelling them one of the few remaining value trades in fixed income investing amid moves by the European Central Bank to support the sector.

Activist investor Edward Bramson has added to his stake in Electra for the second time in a week, making a 10% profit in the process.

Infrastructure trusts could face ‘haircuts' to NAV if rates rise and inflation assumptions are revised down, analysts have warned.

Fund buyers have cautioned on investing in the UK's buoyant property market, amid fears the sector may be overheating.

The AIM universe opened up to a wider audience this week as rules came in to force allowing these stocks to be included in ISAs. But which ones offer the most exciting opportunities?