News Analysis

Last week Bill Gross quit PIMCO - the firm he founded - to join Janus Capital in a move which had ramifications for many investors. Now as outflows on his PIMCO Total Return fund mount, where should investors turn?

UK investors back challenger banks

Emerging markets still sensitive to US policy and currency moves

Fund buyers are taking profits in frontier markets after the recent reshuffle of constituents and a strong run of performance.

Randeep Somel, approaching his one-year anniversary as lead manager on the M&G Global Basics fund, has been busy revamping the portfolio with new stock and sector allocations.

The collapse of Phones 4u has acted as a ‘wake-up call' for high yield bond investors, impacting prices just as indices begin to recover from the summer sell-off.

Fund managers, economists, and currency traders waited with bated breath for the outcome of the historic referendum in which Scotland would decide its future - whether inside or outside the UK.

Asian stocks have been largely ignored this year as investors take stock of positions and eye potential shifts in policy from central banks, but multi-managers are now upping their exposure amid a strong rally.

Embattled sector tipped to struggle for some time to come

UK equity managers say investors are starting to be rewarded by the mega-cap miner turnaround story, despite a mixed round of results from some of the mining giants in the last few weeks.