OMAM

Royal London Asset Management's David Varley is leaving his role as manager of the £429m Japan Growth fund this month, to pursue opportunities outside the industry.

Several fund managers have warned the Bank of England is underestimating inflation in the UK, and they expect it to be higher for longer than predicted.

Old Mutual Asset Management's bond funds have moved back into negative duration after a temporary switch to positive duration at the start of the Middle East crisis.

IS HIGH YIELD STILL WORTH THE RISK?

The new Irish government could hit holders of bank debt with serious ‘haircuts', drying up bank funding and even derailing the European economic recovery, bond managers have warned.

Old Mutual Asset Managers' head of equities Ashton Bradbury discusses his outlook for the asset class in the UK, outlining where opportunities may be found, valuations throughout the current cycle, and his attitude to risk.

OMAM Strategic Bond manager explains bearish stance on traditionally safe-haven currency and how this affects view of sovereign bonds

The MPC is highly unlikely to raise interest rates this week but will begin to hike in the second quarter as GDP improves, says OMAM's Ashton Bradbury.

Fund managers cannot agree on whether stagflation is the next threat to the UK recovery and are adopting radically different strategies to protect portfolios in a higher inflation, low growth environment.

The US government needs to make a decision on whether to raise its debt limit to fend off rating agencies in the light of Japan's downgrade, according to OMAM's head of fixed income Stewart Cowley.