Fears of a bubble forming in bond markets are misplaced, say fixed income veterans Paul Causer and Paul Read, managers of Invesco Perpetual's £6bn Corporate Bond fund.
Fund managers have applauded the deal struck between beleaguered oil giant BP and Russian group Rosneft, with some topping up their positions last week.
An underweight to the commodities sector and a heavy overweight to financials has hit performance on the Fidelity Special Situations fund over the last year.
Threadneedle's chief investment officer Mark Burgess explains why he is selling down emerging market equities and moving from underweight to neutral on Japan.
Franklin Templeton has today completed its £45m cash purchase of Rensburg Fund Management from Investec.
Jupiter saw its assets under management climb 9% to £24bn in the fourth quarter, with net inflows of £772m beating analysts' expectations.
More than a decade after the dotcom crash, managers consider whether current technology valuations point to new bubble in the sector
Fidelity's Steve Gibson has been adding risk back into his MultiManager Balanced portfolio, positioning it towards funds that will do well in a recovery environment.
M&G's Jim Leaviss says an interest rate rise in the UK could be "GDP suicide", although the Bank of England may still succumb to inflationary pressure.
The deal will obviously significantly enhance Henderson's presence in the retail fund market, but crucially it will remove the uncertainty surrounding Gartmore's future.