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OMAM Strategic Bond manager explains bearish stance on traditionally safe-haven currency and how this affects view of sovereign bonds

The track record of active managers is being dragged down by the growing number of quasi-tracker funds in their peer group, according to recent research from the Yale School of Management.

When it comes to Asia and BRIC investing, it is China that traditionally grabs the headlines, with India lagging behind. But the Indian economy is big and growing rapidly and groups are increasingly offering funds targeting the subcontinent.

It is almost a year since John Bennett arrived at Gartmore from GAM to take on the Gartmore European Selected Opportunities fund from Roger Guy and Guillaume Rambourg.

For the managers of the BlackRock UK Income fund, getting exposure to emerging market growth at a discount is a key strategy.

UBS Multi-Asset Income fund manager David Buckle has cut back portfolio weightings to equities and property and moved into corporate bonds and high yield.

ASSET.TV INTERVIEW

7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....

Aviva Investors' senior economist Stewart Robertson is expecting more quantitative easing in the UK as the Bank of England looks to stimulate growth.

The £377m BlackRock UK Smaller Companies fund is looking to up its weightings at the small- and micro-cap end of the scale as Ralph Cox takes full control of the fund.