US

High yield manager

Inflation should start falling back to target early 2018

Many investors are tempted by tactical asset allocation - the practice of shifting a portfolio's weighting as the outlook chops and changes.

Data from TrackInsight

Convertible bonds are set to record their best year of absolute performance since 2013 this year, with the TR Global Focus Hedged Convertible Bonds Index (USD) up 7.25% as at the end of October.

Data 'undershoots expectations'

While the big equity market story this year is the continuing rise of the FANGs (Facebook, Amazon, Netflix and Google) and their ability to disrupt established industries, markets have been brutal towards companies in those industries that are under attack....

Leading US smaller companies

Despite remaining expensive

EM value most bullish position