M&G

At a time when many established portfolios are facing questions over performance, manager exits and other issues, City Financial's new fund research service has identified seven funds as ones to watch over the coming months.

Old Mutual Global Investors has attracted the most retail inflows of all fund groups in the first quarter of the year, as investors flock to the group's UK star Richard Buxton.

Part I: Is peripheral Europe overvalued?

M&G Global Basics' new lead manager Randeep Somel has revealed some of the key holdings he has introduced since taking over from Graham French in November.

M&G's Richard Woolnough has said fixed income investors should overcome their fear of duration and embrace an expected uptick in 100-year bond issuance this year, but peers are sceptical about the bonds.

The UK Equity Income sector's total return outstripped other income-focused offerings in the last year, easily surpassing Asian, European and global equity market products. Does that make now a good time to switch?

FUND SELECTION

M&G's Stuart Rhodes is running a record low number of stocks in his £8.5bn Global Dividend fund, having sold many US holdings on valuation concerns, as he begins to look to new regions for yield plays.

M&G's Richard Woolnough has said the spectre of deflation emerging across Europe is a positive in the current environment, adding central banks should be comfortable with this development.

THE BIG QUESTION