Analysis

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

Investors keen to find stocks to meet income requirements

Volatile markets causing wide difference of opinion among managers in the cyclicals vs defensives debate

Aegon UK Opps manager maintains underweight stance on financials but keeps faith with 'survivor' high street outlets

Top of table Global Growth performers have done well by maintaining defensive stance

Legg Mason manager uses 37-year-old, tried-and-tested system for stockpicking

Trojan Capital offering outperforms over three years by minimising downside risk