Eight new funds added to FE’s Select 100 list of recommended funds following biannual review.
Markets were lifted earlier by a surge in consumer confidence and healthy revisions to durable goods orders.
US stocks edged up 0.1 per cent to fresh record highs, while European markets hit their best levels in a month.
Manager says asset allocation model points to global economy ‘overheating’ at present but he expects growth to be ‘desynchronised’.
Nick Shenton promoted from analyst to co-manager on £6.7bn UK equity income fund.
Interim statement shows number of company flotations more than doubled compared to same period in 2013.
Analysis & Opinion
Lead manager Diane Sobin searches for high-income securities with long-term capital growth potential.
Co-manager Henry Sanders focusses high-dividend shares with a $1bn market cap.
North America is a dividend-paying juggernaut, accounting for 46% of total global dividends paid.
Where has the performance been in emerging markets?
More on Equities
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Outlook bleak, with over 30 per cent of investors believing FTSE 100 will fall in August.
Economic Indicators| Aug 20, 2014
Two members of the Bank of England’s Monetary Policy Committee voted to raise rates atrecent meeting.
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US manager Nick Ford and Hugh Grieves back three new financials stocks in preparation for rate rises.
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Technology trust reinforces links with Allianz Global Investors.