Potential interest rate rise in 2014 could prompt flight from fixed income into commercial property.
Hugh Sergeant, manager of the River and Mercantile World Recovery fund and the group's top performing UK Equity Long Term Recovery fund, has been eyeing opportunities across Europe despite the uncertain outlook for the region.
J.P. Morgan Asset Management (JPMAM)'s Tony Lanning has bought into a resources ETF across his multi-manager range, after exhausting the search for an active alternative.