Investment

F&C multi-manager Rob Burdett has warned mainstream property funds are holding too much cash following a surge in inflows, making the sector unattractive.

Patient bond investors have been rewarded in 2014, says Nick Gartside, international CIO for fixed income at J.P. Morgan Asset Management.

Old Mutual Global Investors has appointed two investment boutiques, specialising in Brazil and emerging Europe, to manage its emerging market ex-Asia exposure across its £5bn multi-asset portfolios.

China's export and import growth in September has beaten analyst expectations.

Sharp falls in Hong Kong-listed shares mean investors are now increasing their exposure to China via this route, even as the onshore market opens up further to foreign investment.

WH Ireland has appointed former Brewin Dolphin director Robert Race to head up wealth management in its Manchester office.

The water sector's rally has been led by defensives, but investors should now consider infrastructure and cyclical names, explains Spike Hughes from Cohesion Investments.

Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.

The managers of the Ruffer investment company are backing the US dollar to excel once again as an asset that can offset equity risk as global uncertainty continues.

FOUR Capital Partners is to expand its fund range with the launch of a US mandate run by new hire, and ex-ING manager, Adour Sarkissian.