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
Beware global risks
Aberdeen Asset Management has launched four multi-asset funds for long-term investors following the introduction of pension freedoms this month.
In his book The Success Equation: Untangling Skill and Luck in Business, Sports and Investing, Michael Mauboussin, head of global financial strategies at Credit Suisse, outlined an intuitive method for judging whether the outcome of a particular activity...
The shape of things to come
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.
Global macro funds could receive a performance boost following a difficult year, as divergent central bank policies create a favourable environment for top-down investing, according to GAM's Charles Hepworth.
Fidelity has proposed an overhaul of conventional methods of comparing tracker funds' performance, saying simply looking at tracking errors can produce 'illusory' results.