M&G

Low inflation: Positive or problematic?

M&G Recovery fund manager Tom Dobell has said his recent poor performance is down to stock selection rather than the size of his fund.

Sterling could fall much further against the US dollar if the UK's current account deficit is not addressed, bond managers have said.

Focusing on the hubbub over emerging market elections means investors will miss the best opportunities. Take China and Korea, which stand out as value havens, says M&G's Matthew Vaight.

The economic situation in Japan over the last two decades can teach Western economies a number of lessons, with the region actually very successful at boosting its own citizens' wealth, M&G's bond veteran Richard Woolnough has said.

Platforms

I am still not ready to move negative duration

Small-cap rethink

Last week Bill Gross quit PIMCO - the firm he founded - to join Janus Capital in a move which had ramifications for many investors. Now as outflows on his PIMCO Total Return fund mount, where should investors turn?

Randeep Somel, approaching his one-year anniversary as lead manager on the M&G Global Basics fund, has been busy revamping the portfolio with new stock and sector allocations.