Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Next fund to be removed
Major turnaround for sector
Manager of Investec UK Special Sits fund
Darren Ruane, head of fixed income, Investec Wealth & Investment, looks at the Republican and Democratic candidates and how their case for the economy could affect bond markets in 2016.
Europe's recovery remains choppy, slow and fragile, yet as long as it can be maintained, European high yield debt is an attractive option for investors, according to Muzinich & Co's Erick Muller.
With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...
Collapsing oil prices, falling equities, over exposure to energy and global stagnation have been the narrative for high yield market bears, writes Kames Capital's Adrian Hull.
Survey of multi-manager and model portfolios