Analysis

Charles Hepworth, investment director in charge of the DFM proposition at GAM, is selling his stake in Standard Life Investments' Global Absolute Return Strategies (GARS) fund on size concerns.

Tim Guinness, chairman and CIO of Guinness Asset Management, said natural gas is an excellent buying opportunity after a dramatic fall in value caused by the US' recent move into shale gas.

ON EUROPE

ON BONDS

ON EMS

David Roberts has hiked exposure to emerging market debt in the £663m Kames Strategic Bond fund on the back of improving valuations.

Price falls create attractive entry point into lesser-known bonds.

A fresh long-term refinancing operation (LTRO) launched by the European Central Bank (ECB) will not have as significant an impact as those seen in 2012, according to AXA Sterling Strategic Bond manager Nick Hayes.

Investors should not mistake 'preferentially-priced' share classes for the true cost of buying a fund, according to Threadneedle chief executive Campbell Fleming.

Daniel Godfrey, chief executive of the Investment Management Association (IMA), has called for fund managers to engage the mass market in the UK, in order to drive the industry forward.