Why investors must avoid 'naive diversification'
HSBC Global Asset Management's Caroline Hitch is reducing exposure to equities in favour of credit in the firm's $8bn World Selection portfolios as she fails to find "compelling" valuations for shares.
Traditional cautious vehicles have become "basically prehistoric" in their approach to portfolio construction, according to Tom Becket, chief investment officer at Psigma Investment Management.
JP Morgan's multi-management team has moved money out of equities as it moves from bullish to neutral on risk assets for the first time since launch.
US equities: Bang for your buck?
The ten funds getting biggest boost from BG deal
Hermes’ Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.
Split capital trusts are regarded as higher risk by the industry but it is important to recognise the choice their unusual structure provides for investors, says Simon Crinage, head of investment trusts at J.P. Morgan Asset Management
ING Investment Management has rebranded to NN Investment Partners after its parent company listed it as part of a wider IPO last year.
The unprecedented backdrop and uncertain outlook are likely to lead to significant trading opportunities in the US equities class as the year progresses, says Anthony McDonald, senior investment analyst at City Financial
History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios
BlackRock's head of UK small- and mid-cap equities Ralph Cox has resigned after over 15 years at the firm.
The FTSE 100 remained above the 7,000 mark early on Monday after closing at a fresh record high last week.
Top five recovery plays
The FTSE 100 has hit a fresh record high after the US Federal Reserve signalled renewed caution on its path towards raising interest rates from their record lows.
Kunal Desai, head of Indian equities at Neptune, discusses his expectations for the Indian market and highlights the key indicators he is watching for 2015
After a recent trip to Japan, Jupiter's Simon Somerville, manager of the Japan Income fund, considers the outlook for corporate profitability, and how the country has changed four years on from the Tohoku earthquake and tsunami.
The number of stocks in the FTSE All Share yielding more than 10-year UK government debt reached a record high this year, but managers have still been able to find relative value in fixed income.
Beware 'blue-chip dinosaurs'
'We have West Coast capitalism, not US holdings.'
Why S&W is 'building not buying'
With this week's BoE monetary policy announcement marking six years of rates being held at a record low level of 0.5%, Investment Week looks at the funds which have produced the best performance over the period.