Report by Copley Fund Research
Has 30 years of industry experience
Fund managers are employing a number of strategies to guard against rising inflation, but argue better value can be found outside the UK index-linked market as demand soars.
Expect market volatility to pick up
At its August meeting, the Bank of England's Monetary Policy Committee (MPC) halved the bank rate to 0.25% in addition to implementing a new Term Funding Structure and a purchase of up to £70bn UK corporate and government bonds.
Doubles exposure to consumer discretionary
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Nicolas Walewski, manager of the Alken European Opportunities fund, analyses the prospects for Europe's auto sector, which has been one of the poorest performers in Europe this year.