Philip Saunders and Max King, the multi-asset portfolio managers at Investec, outline the five reasons why they remain positive.
T.Bailey has set the asset allocation for its newly-launched Defensive Cautious Managed fund, with the vehicle set to hold 10% in both commodities and property.
UK hedge fund Armajaro Holdings purchased £658m of cocoa on Friday, in a move which single-handedly moved the global cocoa market.
Ignis is eyeing the launch of its first internal retail fund since 2007 with an absolute return bond mandate for its rates team.
F&C's multi-managers have begun reducing exposure to defensive funds across their Lifestyle portfolios in the view that the global economy is in a gradual recovery.
Ignis is eyeing the launch of its first internal retail fund since 2007 with an absolute return bond mandate for its rates team.
OPM's Tony Yousefian has increased exposure to gold within his multi-manager portfolios in the expectation that the gold price will rise a further 11% this year.
Cazenove's head of multi-manager Marcus Brookes has increased the cash weighting in his £467m Multi-Manager Diversity fund of funds, and bolstered its exposure to managers uncorrelated to mainstream markets.