Enzo Puntillo, head of fixed income at Swiss & Global Asset Management, moved out of 30-year treasuries last month in his Julius Baer Total Return Bond fund as market fears grew about the possible tapering of the Federal Reserve's QE programme.
Credit Suisse, Julius Baer, and the Royal Bank of Canada are believed to be among bidders for the wealth management arm of the Bank of America, which could fetch $2bn.
Julius Baer's Andy Kastner is rotating his absolute return portfolio into defensive sectors including utilities and pharmaceuticals amid ongoing turmoil in European stock markets.
Joanna Faith discovers how Swiss & Global Asset Management is carving a place for itself by offering specialist investment funds
According to George Soros, often money is made by betting on the unexpected, as shifts in markets can occur suddenly.
Standard Life's Global Absolute Return Strategy was the top selling European total return vehicle in Q1 as the sector saw record sales in Europe, according to Lipper.