The gilt market is becoming like the tech sector in 2000 as investors pile into UK government debt, warned Schroders' Adam Cordery.
Richard Buxton, Schroders' head of UK equities and manager of the £2.9bn UK Alpha Plus fund, has seen his holding in Autonomy sky-rocket today after an audacious bid from Hewlett-Packard.
Income sector heavyweights return to form after paying the price for anti-cyclical stance.
Schroders' Louisa Lo says a drop in exports will see Asian markets affected by the Western downturn.
Schroders saw pre-tax profits jump in the first half of the year, although net flows into its retail funds fell sharply over the period.
Schroders has hired GLG's Core Plus Sterling Bond fund manager Gareth Isaac.
Goldman Sachs' Nicholette MacDonald-Brown has joined Schroders as a fund manager on the European equities team.
Principal Investment Management's latest income study has suggested investors should switch out of Carl Stick's £481m Rathbone Income fund and Nick Kirrage and Kevin Murphy's £1.3bn Schroder Income fund as performance deteriorates.
Manager rotates Income Growth away from mega caps to broaden income stream
Emma O'Neill, investment research analyst at OBSR, examines the best performing Continental European funds.