portfolios

FUND MANAGER FOCUS

The manager of the Bankers investment trust has reduced the portfolio's fixed income holdings in the view the outlook for equity returns is superior.

SECTOR ANALYSIS: PROPERTY

ASSET.TV INTERVIEW

EMERGING MARKETS

Newton Real Return manager Iain Stewart talks to Asset TV's Mark Colegate about large caps and hedges to protect the portfolio

Allianz RCM's global emerging markets team is moving to an overweight position in Chinese property, believing the sector is poised for a rebound.

The IMA has received applications from a further 130 offshore funds to be listed in its sectors.

Neptune Income fund manager Robin Geffen has been adding to unloved utilities and healthcare stocks in recent months as he expects continued dividend growth in the £939m portfolio.

CONSUMER TRENDS