Will Landers, manager of the BlackRock Latin American investment trust, has increased his exposure to Brazilian large-cap stocks, including beleaguered state-controlled oil giant Petrobras, as he believes these companies will benefit when foreign flows...
Highest net short since taking over fund
As events such as the forthcoming EU referendum contribute to market uncertainty, managers tell Investment Week in this special two-part feature where they are finding the best uncorrelated assets that are helping their portfolios achieve 'true' diversification...
These are hazardous times for investors in the UK, particularly those seeking sustainable income, writes Saracen's Scott McKenzie.
Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Lombard Odier IM's Kevin Corrigan explores opportunities in the 'crossover' credit zone - a lesser-loved group of corporate bonds rated BBB and BB - which sit either side of the divide between investment grade and high yield bonds.