Morningstar

Principal Investment Management's latest income study urges investors to switch out of Robin Geffen's £1bn Neptune Income fund, warning its global growth emphasis is likely to disappoint this year.

Francis Brooke, manager of the £428m Troy Trojan Income fund, has initiated a position in Aberdeen Asset Management as he believes the company is transforming itself into a "cashflow machine".

Newton manager predicts risk on trades will perform best in short term despite gloomy economic outlook.

Global equity fund managers have been too hesitant in moving to capture the US equity rally, Artemis Global Select manager Simon Edelsten has said.

Bond heavyweights have begun shorting UK gilts ahead of an expected correction, warning yields have reached ‘extreme' lows.

BOUTIQUE FOCUS

Rathbones' James Thomson has been running the £135m Rathbone Global Opportunities fund for eight years since its launch in November 2003.

ITs

Former BlackRock analyst Burstow to run new Global Mining offering for Barings, with mandate to invest in mining equities across cap scale.

Dalton Strategic Partners fund manager Jenifer Rush adopts adventurous investment style to find ideas within the commodities sector.