UBS Multi-Asset Income fund manager David Buckle has cut back portfolio weightings to equities and property and moved into corporate bonds and high yield.
It has been a turbulent year for UK equity income fund managers, with BP suspending its payments, large-cap miners reinstating dividends and investors looking to the mid-cap space for income opportunities.
7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....
Nick Dowell took over the HSBC's £272m European Growth fund three years ago this month, tasked with turning around the vehicle's lacklustre performance.
Aviva Investors' senior economist Stewart Robertson is expecting more quantitative easing in the UK as the Bank of England looks to stimulate growth.