Multi-asset manager Mike Pinggera has moved to reinvest half of the 65% cash pile in his new fund, after fears over a pull-back in equities saw him switch in to the "cheapest and most effective hedge" in July.
Market confidence in tech firms is yet to return as investors have not forgotten the aftermath of the tech bubble, according to Rathbone Unit Trust Management CIO Julian Chillingworth.
Martin Cholwill is backing 'British leaders' in the mid-cap space, especially in the industrials sector, in his £500m Royal London UK Equity Income fund.
Student accommodation fund giant Brandeaux has denied its recently-suspended funds are "distressed sellers", and has said there is a £1bn "overhang" of property on the market.
UBS head of fixed income capability Simon Foster is considering moving assets in to mortgage backed securities (MBS) as fears over the potential end of quantitative easing (QE) weigh heavy on investors.
Annabelle Williams speaks to Credit Suisse's Rajiv Punja about his bets on disaster reinsurance.
Fixed income investors have overlooked the opportunities in the fledgling technology bond market, according to Baillie Gifford's Torcail Stewart.