Analysis

ON ENERGY

Bryn Jones and David Coombs have bought into emerging market debt in the Rathbones Strategic Bond fund for the first time in 12 months after spreads widened significantly during the recent sell-off.

Old Mutual Global Investors' (OMGI) Richard Buxton discusses why the recent market correction was welcome, and why UK growth could falter later this year if global growth scares are echoed in this country.

Equity markets around the globe are near - or at - record highs, with sentiment remaining positive, but Chris Wyllie at Iveagh argues investors need to be prepared for a setback after such a strong run.

Nordea's recently launched strategic bond fund has a 70% allocation to high yield bonds in a bid to emphasise credit exposure and minimise interest rate risk.

ON UK INCOME

Frontier markets delivered a positive return in January, as local ‘sticky money' stayed put in the face of heavy outflows from EMs.

Jonathan Pines, manager of the Hermes Asia ex Japan Equity fund, has named five stocks that helped him beat competitors in his peer group last year.

ON REITS

ON UK EQUITIES