Q3

MANAGED FUNDS

Janus Capital Group's fixed income team has reduced the credit weighting and high yield exposure across its Core Plus bond strategy.

The surprise 1% rise in UK GDP in Q3 points to only a slight improvement in the economy's growth outlook, according to forecasters.

Analysts have suggested the rest of October will be a 'make or break' period for US equity markets as companies continue to report their Q3 earnings.

George Soros and John Paulson are among the investors buying gold in anticipation of an uptick in price driven by more QE in developed economies this year.

Aberdeen's multi-asset specialist Mike Turner has outlined three crucial factors which must be aligned to support a sustained equity market rally.

GOSLING's GROUSE

The Bush era tax cuts due to expire at the end of the year could send the US economy back into recession unless Congress intervenes, according to leading commentators.

BlackRock's head of UK fixed income, Ian Winship, is shorting gilts as yields have hit lower levels than those seen during the Great Depression of the 1930s.

Fund managers are snapping up cheap portfolio insurance ahead of an expected market pull-back, after the VIX index hit pre-recession lows in March.