Multi-asset managers are using setbacks such as that caused last week by unrest in Ukraine to increase their exposure to buoyant markets.
The US economy added 175,000 jobs in February, ahead of estimates and confounding fears that continued bad weather would hurt the employment recovery.
BlackRock's head of sterling bond portfolios, Ian Winship, has identified four main areas of concern for fixed income investors this year, and revealed ways they can negate the impact of any downturn.
Angela Merkel's government is the latest to back the US Federal Reserve's withdrawal of monetary stimulus despite continuing emerging market turmoil, reports have suggested.
The Bank of England will not hike interest rates until well in to 2015 at the earliest, according to Hawksmoor Investment Management's head of research, Jim Wood-Smith.
Fixed income managers are cutting back on duration after the risk-off environment seen at the start of 2014 pushed up government bond prices once again.