Equities

HSBC Global Asset Management's Caroline Hitch is reducing exposure to equities in favour of credit in the firm's $8bn World Selection portfolios as she fails to find "compelling" valuations for shares.

Traditional cautious vehicles have become "basically prehistoric" in their approach to portfolio construction, according to Tom Becket, chief investment officer at Psigma Investment Management.

JP Morgan's multi-management team has moved money out of equities as it moves from bullish to neutral on risk assets for the first time since launch.

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Hermes' Geir Lorde has said he is building his exposure to energy as valuations in the out-of-favour area are looking increasingly attractive.

Split capital trusts are regarded as higher risk by the industry but it is important to recognise the choice their unusual structure provides for investors, says Simon Crinage, head of investment trusts at J.P. Morgan Asset Management

ING Investment Management has rebranded to NN Investment Partners after its parent company listed it as part of a wider IPO last year.

The unprecedented backdrop and uncertain outlook are likely to lead to significant trading opportunities in the US equities class as the year progresses, says Anthony McDonald, senior investment analyst at City Financial

History shows little relationship between the strength of the dollar and corporate profits, says Gregg Guerin, product specialist at First Trust Global Portfolios