Jupiter UK equity manager Steve Davies believes investors will need to be "tactically nimble" to handle the fallout from next year's UK election.
How defensively are European funds positioned?
'Investors in big oil stocks should be very nervous'
Jupiter chief investment officer John Chatfeild-Roberts has sold a stake in the company worth almost £2.3m after exercising share options.
Jupiter managers Philip Ehrmann and Kathryn Langridge are to leave the company as it reshuffles its emerging markets team, Investment Week can reveal.
Diverging fortunes for government bonds and credit in recent weeks have prompted some fund buyers to suggest strategic bond portfolios could flourish again in the coming months.
The single biggest challenge facing markets is normalisation of monetary policy, but although central banks are urging caution, markets are ignoring the warnings, argues Jupiter's Miles Geldard.
Markets have rallied a long way in the last two years, and Benjamin Graham and David Dodd, the fathers of value investing, would probably find few opportunities at the moment, according to Jupiter's Ben Whitmore.
Jupiter Fund Management saw a net inflow of more than £1bn into its fund range in the nine months to September, a period in which it concluded the sale of its private client business to Rathbones.