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Mike Riddell, manager of three M&G bond funds in the award-winning M&G fixed interest team gives his thoughts on the Middle East debt market.

Cazenove’s Marcus Brookes says he is posed for a correction in equities but is backing managers whose conviction has paid off. As a result even the fund manager graveyard that is Japan has thrown up a great opportunity, he says.  

Cazenove Capital’s Marcus Brookes thinks the "big shift" from bonds into equities has been hugely exaggerated, but could still happen. Bonds are still going to work in his multi-manager portfolios, but only some areas of the credit markets are worth contemplating, he adds. Meanwhile, he explains why the phenomenal equities run has led him to…

As investors move more and more towards risk aversion, traditional go-to asset classes are becoming less and less risk averse. Government bonds are a good case in point. In their stead, Gavin argues the case for absolute return funds and gives his thoughts on the role of multi-asset and single asset class strategies.  

Dan Kemp of Albemarle Street Partners explains why analysts all pick the same funds, and asks fund managers to do more to bring through new talent. He also recommends backing value managers as GARP has “had its day in the sun”, and names the market which has given him the worst scars during his career.…

Gavin echoes the opinion of many when he says there are plenty of equity opportunities in Europe due to mispricing created by investors shunning the region thanks largely to its political and economic news flow. He describes Europe as “cheap and attractive” and explains why he prefers the active management approach for investing there as…

With a strong national brand and commercial heritage the UK offers a wealth of trusted, world class companies that are continuing to invest in order to grow their businesses. Innovation is a key trend, and in the latest video fund managers Alex Breese and Mark Martin discuss how UK companies are uniquely placed to capitalise…

Richard Marwood, Fund Manager of the Axa Distribution Fund has a wealth of experience having managed the Fund for 17 years. The Fund’s blend of quality assets including blue chip UK equities and index-linked gilts, targets consistent long-term investment returns providing your clients with the opportunity to generate income and growth from their assets in…

Investment advice is going to be the best-seller of 2013 and the distribution of this advice could well see wholesale changes next year as the impact of RDR really starts to bite. So what will the distribution chain look like next year, and how will the fund groups ensure their share of the pie when…

The end of Anthony Nutt’s tenure as head of UK equities at Jupiter leaves a hard act to follow, and the jury is still out on the managers taking over his funds. So, should investors keep the faith?

Jim gives his thoughts on why the next US President, whether it is Obama or Romney, will be regarded as a great President, and what he bases this opinion on – it has nothing to do with either of the candidate’s policies, or attitudes towards the fiscal cliff, or any previous track record. He also…

“The million-dollar question”, Jim says, “is when will the bond bubble go pop?”. In his mind there is no doubt that the current rush to bond and dividend-type stocks as a flight away from risk is now a headlong race towards risk. He argues how this view influences where he invests, particularly given his outlook…