Markets
News by: Jonathan Miller
Fund of the Week: Montanaro European Smaller Companies Trust
This trust might be of interest to contrarian investors hunting for bargains amid continental Europe's bombed-out equity markets.
Invesco Perpetual Corporate Bond
Paul Causer and Paul Read, managers of the Invesco Perpetual Corporate Bond fund, believe inflationary pressures will not reassert themselves in the near term. The duo point to macroeconomic data that suggests inflation will remain subdued and as a result, UK interest rates will not rise rapidly.
Fund of the Week: Ruffer Investment Company
Ruffer's focus on wealth preservation has won many followers. This week we take a look at their current portfolio, which has nearly a quarter invested in Japan.
Trojan
Sebastian Lyon believes the stockmarket rally is likely to peter out and that the recent bounce is likely to prove temporary as the economic pressures of low growth reassert themselves.
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Omam's Stewart Cowley on the domino effect of a Greek exit
Greece set for hyper inflated Drachma
