Fixed income managers have cautioned the Bank of England (BoE) will be forced to backtrack on its forward guidance measures as it has been too pessimistic over the state of the UK economy.
Popular stories among our readers this week focused on asset allocation, as investors look for ideas on where the best income opportunities will be in years to come.
UK retail investors pulled a record amount from fixed income funds last month as yields spiked on fears of an end to US QE, latest IMA figures reveal.
Katherine Garrett-Cox, chief executive of Alliance Trust, has said fund management groups should focus on areas of strength as opposed to running extensive fund ranges which struggle to gain traction.
US equities can benefit from the end of QE and post an annualised return of 10% by end-2014, according to AXA IM head of research Eric Chaney.
Our expert panel reveals the funds it thinks will soon become household names.
Fixed income investors have overlooked the opportunities in the fledgling technology bond market, according to Baillie Gifford's Torcail Stewart.
M&G's Stefan Isaacs has pointed to the "surprisingly dovish" statement from ECB president Mario Draghi as a sign the bank may introduce fiscal stimulus sooner than the market expects.