Fund managers give their views on the key issues impacting global asset classes and outline how they are positioning portfolios.
Raoul Luttik, lead portfolio manager, EMD local currency strategy at Neuberger Berman, explains why frontier market bonds may be a better bet than emerging markets this year
The US economy is better than generally perceived. US real GDP is expected to grow more than 3% in 2015. This would represent the fastest pace since 2005, and is expected to exceed growth in other developed markets.
M&G Investments is set to close its Global Real Estate Securities fund after the departure of manager Gillian Tiltman prompted outflows from the strategy.
Neuberger Berman has become entirely employee-owned once more after a management buyout to buy back the Lehman estate's stake in the firm.
Which asset class or event surprised you most?
Neuberger Berman has launched a long/short multi-manager fund for its Hedge Fund Solutions group.
What are the best ethical investment opportunities?
High Yield opportunities