JP Morgan

Steve Russell, investment director and manager of the £2.9bn CF Ruffer Total Return fund, tells Ruth Gillbe why he has been 'desperately' selling stocks and why all conventional bonds are 'poisonous'.

THE BIQ QUESTION

J.P. Morgan Asset Management (JPMAM) is to merge away three funds and launch a new retail product as it completes an overhaul of its UK fund range, Investment Week can reveal.

Annabelle Williams highlights how the new SRI index will raise the profile of companies that prioritise alleviating social and environmental problems.

Emerging market debt managers have been taking underweight positions in local currency bonds as they expect the dollar to strengthen once the Fed turns off the QE tap.

Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.

J.P. Morgan Asset Management (JPMAM) is closing two underperforming funds, including a commodities fund run by Neil Gregson which has suffered sizeable losses following the sell-off in the mining sector.

J.P. Morgan Asset Management's Clare Hart is taking an underweight position in US consumer staples despite a strong run of performance.

RUSSIA

Miners have taken a battering over the past two years but Neil Gregson, manager of the £1.4bn J.P. Morgan Natural Resources fund, tells Annabelle Williams where he is looking for fresh opportunities.