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.
M&G's Global Dividend fund has had a setback in performance this year as a number of stocks disappointed with dividend cuts, but manager Stuart Rhodes remains convinced the companies can increase payouts from here.
UK gilts are the best value they have ever been compared to German bunds, M&G's Richard Woolnough has said.
‘Pension funds do not yield enough'
Which European stocks are bucking the dividend slowdown?
M&G is to launch a global floating rate fund for James Tomlins next month, investing in high yield securities with low duration, in an effort to provide a fixed income solution to a rising interest rate environment.
Mike Felton, manager of the £724m M&G UK Growth fund, is finding some of the best value investment opportunities in the resources sector, saying most of the UK market looks overvalued.
What are the implications as FCA moves to regulate social media?