Analysis

Wealth managers continue to hold UK small-cap funds instead of taking profits and rotating into the larger end of the market, predicting a rise in M&A activity will boost the sector.

ON UK GROWTH

Leading bond managers including Jim Leaviss at M&G are moving away from high yield debt on concerns over rising leverage in the US and high valuations.

When Mike Pinggera joined Four Capital Partners, the group gave him an opportunity to create his own fund from scratch.

The US economy has been hitting the headlines for all the wrong reasons in recent months.

Miton's Martin Gray said he has struggled to find value anywhere in the market in recent months, with his funds taking a performance hit as a result of his defensive positions.

Ryan Hughes is planning to increase exposure to Europe in the Apollo multi-asset portfolios in one of his first asset allocation moves since joining the firm.

From beer to private equity, and cognac to cloud computing, Sanlam's global head of equities Pieter Fourie speaks to Annabelle Williams about his top stock picks across a broad universe.

ON UK GROWTH

ON ASIA PACIFIC