Bonds

Now is the time to take a defensive stance

Investors pulled an estimated £1.5bn from Richard Woolnough's M&G Optimal Income fund in April and May as bond market volatility brought a sudden end to the portfolio's rapid AUM growth.

The Fidelity Solutions team give their views on whether economic growth can accelerate throughout the rest of the year, and what the impact would be on their multi-asset portfolios.

From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.

The sell-off in European government bonds has spilled over into equities once again on Thursday, with UK stocks unable to escape the pain.

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.

The next generation of trend-based strategies

Bill Gross has admitted failing to successfully implement one of the best calls of his career in his own portfolio earlier this year.

Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.