The managers of the Ruffer Investment Company have said it is facing a difficult decision on what to do with its index-linked bond allocation, which has been a key holding for the trust but has not performed as well in recent months.
Last year, Ruffer managers Steve Russell (pictured), Hamish Baillie and Duncan MacInnes called index-linked bonds the "crown jewel" of the portfolio, supported by sterling weakness in the aftermath of...
Biggest monthly fall in sentiment since 2013
Alliance Trust Savings tops lists
Letter to CEOs
Plans to dominate asset management coverage of the shares
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.