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.
The managers of the Ruffer investment company have cut their US dollar exposure further, even as the currency looks set for its best quarter in over 20 years.
The Investment Association's plans to reorganise the Unclassified sector may lead to advisers reaching "dubious conclusions" on funds, according to Old Mutual Global Investors' John Ventre.
Threadneedle is to merge its multi-manager range into funds run by Seven Investment Management (7IM), with two managers set to move across as part of the deal, Investment Week can reveal.
Distribution Technology (DT), the risk-profiling tool provider, has launched a fund risk-targeting service.
Miton has overhauled part of its multi-asset range, changing the investment objective of one of its flagship portfolios as it rebrands two funds.
Architas is launching a global multi-asset fund for CIO Caspar Rock as demand for income-generating products continues to grow.
Invesco Perpetual has boosted its Global Targeted Returns team as assets in the UK-based strategy top £1bn, 18 months after launch.
Geopolitics is likely to play a big part in the direction of markets and investors must play close attention to events in Russia and the Middle East, according to Smith & Williamson's James Burns.
The fear of a return to an environment similar to that seen in 2008 still seems to be a topic on people's minds, writes Absolute Return Partners' Niels Jensen.
Multi-asset managers are adopting a range of strategies to protect portfolios if asset class correlations begin to break down, turning to sector-specific investments and raising cash.
'Managers’ active share is key to fund selection'
The falling oil price is having myriad impact on a range of assets, and mortgage-backed securities could be the main beneficiaries this year, explains BlackRock's Michael Fredericks.
Aberdeen Asset Management has appointed Mike Brooks from Baillie Gifford as co-lead manager on its Diversified Growth strategy, alongside Mike Turner.
Investment Quorum has unveiled a series of funds it is backing to navigate currency wars and unpredictable central bank action in 2015, said the group's CIO Peter Lowman.
Billionaire investor Warren Buffett is on course to win a $1m bet that the humble index tracker will produce better returns than a complex hedge fund.
How asset classes have come of age since 1995
Former Miton fund manager James Sullivan has unveiled the top 10 holdings in one of the first fund offerings from new firm Coram Asset Management, revealing significant exposure to Asia.
The core-satellite conundrum
Hermes product specialist Mike Rimmer has joined Premier Asset Management to work as part of its multi-asset team.
Miton's David Jane said an underweight to oil, currency hedging and exposure to long-dated debt has helped drive performance on his multi-asset portfolios since the start of the fourth quarter.