JP Morgan

Bond managers are becoming more bearish on peripheral Europe corporate debt, turning to core names and the US as spreads tighten to post-crisis lows.

ETF flow data from iShares reveals investors have been selling equities and buying bonds in the first quarter of the year, with the five top-selling ETFs all belonging to the fixed income space.

FUND SELECTION

J.P. Morgan Asset Management's Austin Forey is taking overweights in emerging market countries holding elections this year, in the view their shares could rally after a dismal start to the year.

Manager of the JPM American investment trust says a market pull-back is overdue

Skandia is poised to shake up the managed portfolio market with its suite of cut-price model funds, as the first look at WealthSelect reveals half the restricted range is priced at less than 60bps.

Will manager moves win out over buy list pressure?

THE BIG QUESTION

The TwentyFour Select Monthly Income trust has met its minimum fundraising target despite an increasingly difficult market for trust IPOs.

Fund buyers are increasing their exposure to absolute return equity funds to take advantage of sharp falls by companies which miss earnings estimates.