Feature

It is more important than ever for funds to evolve according to the natural order of markets. The age of investment Darwinism has begun, writes Joe Roseman.

After two major equity bear markets in the last 10 years, the world of investing has become more about managing expectations, writes Brian O'Neill, manager of the Gartmore Global Trust.

AN EYE FOR A MASTERPIECE

Allianz manager trims mainstream large-cap weighting to avoid following the herd

Convertible bonds offer exposure to the ‘best of both worlds' across bonds and equities, writes RWC's Lakshman Harendran.

Will Roberts of Charles Stanley highlights a mega cap offering exposure to the commodities super cycle .

Alex Wright is manager of the £7m Fidelity UK Opportunities fund. The top-performing fund has returned 83.5% to investors over the last three years, ahead of the UK Smaller Companies sector average of 25.4%.

MENA: THEN AND NOW

Defensive companies have been out of favour for a long time but now a series of factors could push them back into the spotlight, writes Richard Jeffrey, chief investment officer, Cazenove Capital.

With 2010 proving a difficult year for equity income, the first quarter of 2011 has provided some hope for the sector, writes Peter Brunt, analyst at S&P Fund Services.