The ever-faster treadmill of new issues in high yield gives plenty of scope for letting standards slide. Perhaps it is better to focus on established borrowers, argues Donald Phillips, manager of the Baillie Gifford's High Yield Bond fund.
India's new prime minister is "bold and decisive", but investors should not underestimate the deep rooted problems the economy faces, explains Roderick Snell, manager of the Baillie Gifford Pacific fund.
Baillie Gifford's Stephen Rodger has argued fellow bond managers are unprepared for Japan-style deflation which is on the horizon in the West.
Fund managers who made their names in rising emerging markets have endured a tougher time for much of the last year, but who has weathered the storm and come out on top?
Majedie Asset Management is ready to launch two new funds - Global Equity and Global focus - for a recently hired team as it expand into global equities.
Investors are again warming to Japanese equities due to cheap valuations, a shake-up in the domestic investment market, and rising inflation.
Majedie Asset Management has hired Fidelity's Adrian Brass as it prepares a push into the global and US equity space via three fund launches next month.
Investors backing Google are set to profit from billions of dollars of video advertising revenue over the next few years, a Baillie Gifford American fund manager has predicted.