Berry Asset Management CIO Mark Robinson assesses the fortunes of a range of asset classes over the course of an eventful summer.

THE CONTRARIAN INVESTOR

Pilots know that taking off with a strong tailwind behind you can be dangerous. Seasoned investors know the same thing. The best time to invest in equities is not when margins are high and sales are growing; it is easy to make errors of optimism and overpay...

The rise in bond yields during May and June has left few parts of the bond market unscathed, and UK bonds were very much part of this move.

The consumer staples sector has long provided a solid building block for many income portfolios, but F&C's Phil Doel says there are better options in unloved financials now.

Goldman Sachs Asset Management (GSAM)'s fixed income team has been adding to emerging market debt following a sharp sell-off in the asset class, in the view valuations are at attractive levels.

INVESTMENT TRUSTS

ENERGY

HEDGE FUNDS

THE BIG QUESTION