Analysis

SENATE CONFERENCE

Neil Veitch is rotating his SVM UK Opportunities fund from domestic to international stocks, in the view optimism around the UK recovery has peaked and left sterling looking vulnerable versus the US dollar.

ON UK INCOME

David Coombs, head of multi-asset at Rathbone Unit Trust Management, is cutting out all passive equity exposure across his fund range and buying concentrated, high conviction portfolios in an effort to add alpha.

ON EMS

ON BONDS

ON US

Lotfi Ben Lazrak, global bonds and currency management product specialist at Amundi, has argued investors should be more willing to take currency risk within portfolios.

Goldman Sachs Asset Management's global fixed income team has reduced exposure to high yield bonds this year due to concerns about valuations.

ING's Annemieke Coldeweijer has cautioned investors not to be bullish on peripheral European debt, warning the tightening in spreads in the asset-backed securities market could cause pain for investors.