At the moment, I am finding value in a number of pockets across the market - including the oil & gas, financials and telecoms sectors - but a lot of my recent positioning has been oriented towards increasing sterling exposure via a number of deep-value...
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Dynamic Bond fund celebrates seventh anniversary
Aviva Investors' Balfour looks at UK equities
Moving positions from London ahead of Brexit
Bought into banks for first time since 2003
Over the past year, global bond markets have been buffeted by a storm of political and macro headlines: the pace and timing of US Federal Reserve rate hikes; Brexit; China slowdown concerns; Italian referendum; oil markets and key elections in Europe...
Play on reflation theme