Choosing stocks with reliable growth and yield and not too much risk is becoming harder for managers, explains Ciaran Mallon, fund manager at Invesco Perpetual
Given their recent years of easy credit and higher oil prices, US shale companies may struggle to adapt to the fall in oil prices seen over the past six months, says Jonathan Waghorn, co-manager of the Guinness Global Energy fund
Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.
Split capital trusts are regarded as higher risk by the industry but it is important to recognise the choice their unusual structure provides for investors, says Simon Crinage, head of investment trusts at J.P. Morgan Asset Management
Fund buyers are steering clear of higher-yielding equity income funds on fears managers are taking too much risk in their quest to deliver payouts.
A sharp rise in the value of subordinated bank debt means the likes of contingent convertible securities (CoCos) face a sharp mean reversion in future, according to Kames Capital's Iain Buckle.
L&G Investment Management has expanded its emerging market fixed income team with the appointment of a portfolio manager and an analyst.
ING Investment Management has rebranded to NN Investment Partners after its parent company listed it as part of a wider IPO last year.