Strategic bond managers are adopting a defensive stance on their portfolios, cutting duration and selling down risk assets on fears over the global economy.
Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.
Aviva Investors' senior economist Stewart Robertson is expecting more quantitative easing in the UK as the Bank of England looks to stimulate growth.
Mega-cap oil companies have a flawed business model, while unloved media stocks look excellent value, says Aviva Investors' head of UK equities David Lis.
Hearthstone Investments is launching a property fund early next year seeking to track price moves in the UK residential market.
The cost of capital for companies with controversial environmental and human rights records should be higher than more ethical companies, says Aviva Investors.