Asset markets have proved unpredictable and, in some cases, highly irrational since the start of this year. As multi-asset managers, we tread a fine line, writes multi-asset manager Justin Christofel at BlackRock.
Collapsing oil prices, falling equities, over exposure to energy and global stagnation have been the narrative for high yield market bears, writes Kames Capital's Adrian Hull.
Investors have been complaining about the lack of volatility for some time now. Perhaps given the bumpy start to 2016, a few are feeling they should have been more careful what they wished for, writes Investec AM's Alastair Mundy.
Manager of £15.5bn bond fund
Follows launch of 'active' ETF range
Felicity Smith, formerly a manager at Bedlam Asset Management, is launching a global equity income fund for her company, Hempshill Hall Asset Management.
In the second part of this special Big Question, managers assess the risks and rewards of investing in this sector in the current climate.
Fund managers give their assessment of the real strength of the financials sector after a turbulent few months.