Richard Wilmot is underweight financials and mining stocks in his Newton Higher Income fund on fears about the impact of the underperformance of Chinese and wider Asian markets.
Veteran UK equity income fund manager James Henderson has moved up the market cap spectrum in his £70m Henderson Opportunities trust, buying up positions in Barclays and BP.
Royal London Asset Management's Martin Cholwill is backing wealth managers to outperform in the financial services space as he looks for stocks set to benefit from ‘survivor bias'.
Equity funds regained their position as best-sellers in the UK market in April, according to the latest figures from the Investment Management Association (IMA.
Invesco Perpetual's Neil Woodford has suggested the FTSE All Share's bright start to 2013 could soon be derailed as the rally has not been driven by an improvement in fundamentals.
Investors are struggling to find ways to beat inflation in the UK, with savings accounts paying virtually nothing and bond yields squeezed by demand, but there are a number of funds out there which can deliver for investors.
After a decade of scant gains, some investors are now piling into pharmaceuticals as a combination of high yields and attractive valuations draw managers in, but is this the start of a decade-long move up?
BlackRock's Nick McLeod-Clark has stepped down from running the firm's £698m UK Income fund to take an extended period of leave to recover from poor health.
Superficially attractive equity market valuations are concealing a number of warning signs for investors, according to RWC Partners' income managers Nick Purves and Ian Lance.