Analysis

Call options and overlays are two of the strategies used by Russell Wallis and co-manager Simon Wilson on JOHambro's flagship UK equities vehicle

Smith & Williamson's fixed income duo are avoiding financials and varying holding duration to generate outperformance

IMA £ High Yield sees shift from relatively lower-risk BB-rated companies to take advantage of overly conservative ratings of 'safe' companies

Old Mutual Asian Select manager minimised exposure to Western recessionary pressures but is now re-investing in export-driven companies

Global emerging markets become only equity-based peer group to deliver positive returns over three years, in contrast to developed markets

Axa IM Distribution managers Stride and Marwood claim strategy of maximum equity exposure has driven fund performance since early nineties

Ecclesiastical Amity Corporate Bond is currently ranked seventh of 52 funds in its peer group

Subordinated debt controversy undermines sector

Seven out of 106 performers deliver positive returns in precarious peer group, though poor performance may force many to reassess risk

Credit Suisse manager calls bottom for small and mid caps