Allianz Global Investors

Manager foresees problems with corporate bond funds

The bigger picture on digital disruption

At one end of the spectrum, investors are crowding into popular stocks in sectors such as consumer staples, business services and engineering, pushing their valuations to ever higher levels.

Jupiter Merlin Balanced Portfolio holds fund

Fed moves, polarised politics and a "tech cold war"

Managed by Richard House

Beatrix Anton-Groenemeyer to assume role immediately

Reintroduced British American Tobacco and Imperial Brands to portfolios

Which products will rise back?

Models need to be 'technology, distribution or investment-led'