Multi-asset

The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...

David Coombs, head of multi-asset investments at Rathbone Unit Trust Management, says the hunt for alpha must turn to alternatives as the beta run draws to a close

Odey Asset Management has blasted a bid for trading platform Plus500, the second largest holding on James Hanbury's CF Odey Absolute Return fund, calling the move "opportunistic".

Jamie Carter, manager of the SWMC Small Cap European fund, says the shipping sector, and more specifically the oil tanker market, has become a surprise success story of fluctuating oil prices in recent years

Asset allocators are refusing to be swayed by a recent rally in commodity prices, saying the bounce is far from sustainable for a sector which remains "on life support".

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

How we are negotiating central bank challenges

Bill McQuaker, head of Henderson's multi-manager team, has moved into more cyclical equities in the view outperforming defensives now look vulnerable to a correction.

Fund selection: Off the beaten track

Aberdeen Asset Management is to acquire FLAG Capital Management in a bid to strengthen its alternatives platform and US offering.