Managed funds

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

Wealth managers have been reducing allocation to equities in favour of convertible bonds as a hedge against volatility, following a strong run higher for equity markets.

Why investors need to be more 'patient and realistic'

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.

Research and ratings group Rayner Spencer Mills Research (RSMR) has launched a range of model portfolios for directly authorised small advisory firms.

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.

Canaccord Genuity's Lucy Mitchell has joined Smith & Williamson as an associate director tasked with developing its discretionary proposition.

Can fund groups rise to challenge?

Managers pick their top alternative assets