ON SPECIALIST MARKETS

ON UK INCOME

Defensive companies have been out of favour for a long time but now a series of factors could push them back into the spotlight, writes Richard Jeffrey, chief investment officer, Cazenove Capital.

With 2010 proving a difficult year for equity income, the first quarter of 2011 has provided some hope for the sector, writes Peter Brunt, analyst at S&P Fund Services.

Regulators are comparing ETFs with collateralised debt obligations, but do the two seemingly different products share any common ground? Helen Fowler reports.

David McCraw, manager of the Edinburgh UK and US Tracker trusts, explains why passive strategies work well for investment trusts.

In the latest Conjecture debate, our panellists from Threadneedle, Western Asset, Standard & Poor's and Ignis discussed absolute returns income.

Manager believes quality over defensives has been fundamental to surviving crises in markets during first six years at Threadneedle.

Top-performing UK smaller companies managers consider whether time is right to rotate into domestic stocks after bumper 2011.

Maybe RDR does not really matter at all. Perhaps everyone in the financial services sector and the accompanying industry of media commentators has got completely the wrong end of the stick.