Multi-asset managers are using setbacks such as that caused last week by unrest in Ukraine to increase their exposure to buoyant markets.
BlackRock's head of sterling bond portfolios, Ian Winship, has identified four main areas of concern for fixed income investors this year, and revealed ways they can negate the impact of any downturn.
Fund buyers are increasing their exposure to absolute return equity funds to take advantage of sharp falls by companies which miss earnings estimates.
Richard Plackett is to take a six-month sabbatical from BlackRock, handing his portfolios to other members of the team.
A concentration of flows among an increasingly small pool of funds is prompting buyers to turn away from the biggest players due to fears over performance, liquidity and communication.
Arbitrageurs have renewed their attacks on the beleaguered hedge fund investment trust sector after discounts widened, putting a number of vehicles in danger of closure by the end of the year.
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