The manager of the top fund in the Investment Association Targeted Absolute Return sector in 2014 is short resources companies and long annuity providers as his conviction positions this quarter.
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Schroders has re-opened Paul Marriage's Absolute UK Dynamic fund and is to shift the portfolio to weekly dealing as a result of "declining liquidity" within the UK equity market, Investment Week can reveal.
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'
Investec Asset Management's Bradley George is leaving his role as head of commodities and resources to take up a senior position with the group in the US.
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.
Commodity markets have divided African nations in to two blocks; the importers and the exporters.