Technology

RADAR ALERT

ASSET ALLOCATION

Janus Capital Management's Global Research Growth strategy celebrated its fifth birthday last week by beating its benchmark using an analyst-driven approach.

GLG Partners' Ben Funnell has boosted tech exposure on the GLG Performance fund in the view the next expenditure cycle in IT is overdue.

Allianz RCM's Walter Price is building positions in the service and cloud computing sector, in the view new companies in the sector have a competitive advantage.

TECHNOLOGY

Numis Securities expects the number of investment trusts to shrink this year as disgruntled investors and hedge funds force smaller vehicles to close.

Old Mutual's Stewart Cowley has increased exposure to corporate bonds from 15% to 25% this year in his Global Strategic Bond fund, focusing mainly on the lower end of investment grade.

10-year anniversary of height of TMT bubble marks change of sentiment as retail investors see positivity return

HSBC Global Asset Management's Nick Pothier has added the Polar Capital Technology and Healthcare funds to his Open Global Return vehicle as part of a long-term bet on the sectors.