Analysis

Manager outperforms with underweight financials stance and cautious investment style

Active managed sector has better scope for investment than most of its peers

Jupiter manager's quality bond plays deliver attractive yields amid turmoil as forced selling results in below-par prices

Gold fundamentals as a currency hedge remain intact

West's ongoing crisis hitting sector returns reaffirms decoupling from Western markets is a long way off, though it remains a possibility in the longer term

Investors left in dark over assets in suspended fund as chairman Jon Maguire calls on the Chancellor to apply pressure

Investec manager expects equities to pick up as he keeps his zero default record

Schroder Asian Alpha Plus records decent inflows despite the challenging conditions over the past 12 months

Fund managers prefer software to cyclicals as confidence returns to the asset class

JPM manager looks for patterns of change in global consumption on one-year-old Global Consumer Trends vehicle