Equities

Traditional cautious vehicles have become "basically prehistoric" in their approach to portfolio construction, according to Tom Becket, chief investment officer at Psigma Investment Management.

Jupiter has reported £872m in net inflows for the first three months of 2015, its highest quarterly figure since its initial public offering in 2010.

Grant Bughman, senior equity strategist at UBS Global Asset Management, says investors in the US have begun looking for bad news in hopes that it will postpone the first rate hike

Is now a good time for investors to reconsider small- and mid-cap stocks, following their recent underperformance? Diane Bruno, lead portfolio manager of the Mandarine Unique fund, analyses the sectors attributes

The combination of political risk and market volatility highlight how important effective stock picking and flexible investing will be for income managers, says Mark Wharrier, manager of the BlackRock UK Income fund

Banks merit closer look

AXA IM has hired a sell-side healthcare specialist as the permanent replacement for former Health fund manager Gemma Game, who left the group last year.

Ashmore has seen further outflows during the first quarter of the year, as investors continued to take money out of emerging market products.

FTSE 350 companies will pay out £86.3bn in dividends this financial year, while oil majors should be able to maintain payouts despite tough trading conditions, according to Markit.

Edinburgh-based boutique Aubrey Capital Management, which was founded in 2007 by a group of former First State managers, has launched a concentrated global emerging markets fund with an initial $50m of seed money.