Invesco Perpetual star managers Paul Causer and Paul Read recently bought into Spanish and Italian bonds after seeing yields escalate during the European sovereign debt crisis.
Schroders CIO Alan Brown has urged investors to undertake a major rethink of their traditional asset allocation models after the credit crunch exposed the dangers of static portfolio construction.
Henderson's Bill McQuaker has increased exposure to index-linked bonds in recent weeks on the view the global economy faces a "meaningful risk" of higher inflation in the medium-term.
Stanley Druckenmiller, the manager who helped George Soros make $1bn by ‘breaking' the Bank of England, plans to retire after thirty years in the industry.
M&G's Tom Dobell has boosted BP to the largest position in his £5.35bn Recovery fund, believing its recent decline represents a rare opportunity to invest in one of the UK's leading companies.
F&C shares are higher again this morning after ‘turnaround specialists' Sherborne Investors doubled its stake in the asset manager to 10%.
Henderson has recorded a £1bn net inflow into higher margin assets over the first six months of the year, including a net £100m into its UK retail fund range.
Stefan Isaacs, a fund manager in M&G's bond team, dissects Liverpool's current turmoil and explains why football clubs remain an unattractive proposition for most debt investors.
Clive Cowdery's Resolution acquisition vehicle has set its sights on acquiring an asset management firm.
F&C shares have soared almost 23% this morning after Sherborne Investors, a group which specialises in turning around recovery situations, took a 5% stake in the firm.