Tony Lanning runs J.P. Morgan Asset Management's Fusion fund range. Here he tells Alice Rigby about the most contrarian theme in his portfolios, and why it pays to be obsessive about risk.
Which funds have you bought and sold recently? We are continuing to increase our conviction on Europe, so a key change to our portfolios has been topping up our exposure, which we have done through...
Partner Insight: In this environment, a well-resourced credit research team is essential and having traders to keep check on markets is very helpful too, according to Fidelity fixed income managers Sajiv Vaid, Peter Khan and Kris Atkinson
Impact of political turmoil and Brexit
Latest Incisive Works research
In recent weeks, investors have fixated on the inversion of several sovereign yield curves, most notably the US Treasury curve.
How are VCTs and EIS products doing?