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Rather than talking about any great rotation, Mike talks through why he sees the whole bonds/equities debate as a mere "some selling of bond funds" on the back of a hunt for yield. He adds that bonds are "probably not a good place to be" right now as returns, while still positive, are falling though…

Mike Webb explains why he is fully behind the IMA’s chief executive Daniel Godfrey in his drive to simplify how fund costs and their impact on performance are explained to investors. Mike thinks such a simple and sensible idea is easy to implement and should be introduced though, as ever, he accepts the tough bit…

Most wealth managers will say they rely heavily on the ‘touchy-feely’ aspects of their job to make the right investment decisions for their clients, whether that is assessing investor risk appetite or assessing a fund manager’s skill. So why are online-only propositions continuing to grow and would it be a good fit for your business?

John Stopford introduces the Investec Diversified Income Fund which accesses diversified sources of return from across the globe, aiming to provide investors with an attractive and sustainable level of income.

Co-Portfolio Managers Peter Eerdmans and Grant Webster discuss why blending the three main emerging market (EM) debt asset classes into a single, actively managed portfolio, could be an ideal entry point for investors looking to invest in Emerging Market Debt

Portfolio Manager Clyde Rossouw discusses the Investec Global Franchise Fund which invests in quality global businesses, aiming to provide investors with attractive long-term returns with lower volatility.

By the time you have read a monthly factsheet it’s already out of date, while the standard of information on these documents also needs improving. Gary Shepherd argues that it is time for fund groups to get in line with the information age.

Jim Stride outlines the impacts of persistent global inflation and explains how the AXA Distribution Fund range can help investors deal with the effects of rising prices.

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.