BoE

The continued weakness of sterling against the US dollar has prompted fund buyers to move out of sterling-hedged share classes and into unhedged or dollar-denominated positions.

Leading UK equity managers are backing housebuilder shares as government policies set the scene for further outperformance.

FIXED INCOME

Geoff Hitchin, manager of the Marlborough Global Bond fund, looks at how investors can protect their portfolios against any further weakening of the pound.

The incoming governor of the Bank of England (BoE) has warned Europe must change tack and introduce significant reforms to avoid a Japanese-style lost decade.

FIVE CHALLENGES CARNEY FACES

COPORATE BONDS

René Defossez, fixed income strategist at Natixis, assesses the next steps for the UK economy.

Legal & General Investment Management's fixed income manager Richard Hodges has cautioned investors to be prepared for another four years of record low interest rates in the UK.

Investors question whether gold has lost its shine as China growth picks up and US shows signs of recovery.