The unprecedented backdrop and uncertain outlook are likely to lead to significant trading opportunities in the US equities class as the year progresses, says Anthony McDonald, senior investment analyst at City Financial
Coram Asset Management co-founder James Sullivan has said he would consider holding 100% cash in his funds if such a move was right for market conditions.
The managers you cannot afford to ignore
The M&G Episode Income fund has seen a substantial shift in asset allocation over the past 12 months, boosting returns to drive it up the sector rankings.
Stacey Ash, investment manager at iFunds Asset Management, analyses the sectors which have seen a turnaround in fortunes in recent months
What can cricket teach us about stock selection?
Former Merrill Lynch stockbroker Alastair Irvine has joined Jupiter as a product specialist for the Merlin multi-manager team.
J.P. Morgan Asset Management (JPMAM) has cut fees on its Fusion fund range, run by Tony Lanning, in a bid to improve the portfolios' competitiveness.
Joseph Molloy, global head of index equities at Legal & General Investment Management, has joined HSBC Global Asset Management as head of passive equity.
Investec Asset Management's John Stopford has begun hedging US equity exposure in his Diversified Income fund, despite this part of the portfolio being the most significant contributor to performance last year.