According to the latest Bank of America Merrill Lynch Fund Manager Survey, cash holdings have increased to their highest level since July 2012 at an average of 4.8%, but is this a sign of caution or a buy signal for risk assets?
Equity markets may have reached their pre-crisis levels but M&A activity is still woefully short of its 2007 level - 2013 was an appalling year - but continued global economic recovery is a huge positive for future M&A activity.
Expect a slow global recovery with US accelerating as further growth drivers emerge
Jupiters Elena Shaftan hands emerging Europe funds to Kathryn Langridge and Colin Croft with immediate effect as she turns back on industry.
Now we are exiting the worst of the eurozone financial crisis, Dan Ison argues it is also time to stop differentiating between a European ‘periphery and core.
A number of newly created roles at First State reflect its growth plans in the EMEA.
Following on from the region’s move into economic growth Eric Bendahan has been handed the new, concentrated European equity fund launched by Syz & Co.
Edinburgh-based fund manager SVM Asset Management has appointed new managers to its SVM UK Opportunities and SVM Continental Europe funds.
Small-cap investors are benefitting from the fact that European stock-picking fund managers are at last able to carry out their role without the shadow of a severe eurozone financial crisis looming over their shoulder.
German GDP figures released on Wednesday showed weaker than expected growth.
World Bank report warns tapering measures could end in a car cash for emerging markets.
ECB says it's too early to declare the eurozone debt crisis over.
