RWC's income managers Ian Lance and Nick Purves are continuing to run significant cash weightings in their portfolios on the view markets are "more than 20% overvalued".
Andrew Thatcher, managing partner of Flagstone Investment Management, explains what investors can earn by using new solutions to work cash harder than ever before.
JP Morgan's multi-management team has moved money out of equities as it moves from bullish to neutral on risk assets for the first time since launch.
Coram Asset Management co-founder James Sullivan has said he would consider holding 100% cash in his funds if such a move was right for market conditions.
Ian Rees, head of research for multi-asset funds at Premier Asset Management, tells Annabelle Williams how the team has accessed four alternative income sectors.
Morningstar's Edward Fane is taking a conservative and contrarian stance on the group's new real return portfolios, and is prepared to use cash tactically in times of market weakness.
Allianz Global Investors CIO Andreas Utermann has warned investors to prepare for more significant unexpected events in 2015.
Schroders' multi-manager Marcus Brookes has underperformed this year across his Multi-Manager Diversity strategies, but says his investment thesis will be proved correct in time.
Investing lessons from the world’s largest pension funds
Debt levels remain extraordinarily high, and UK growth is being driven by debt-fuelled consumption and the wealth effects of overheating residential property, says Miton's Eric Moore.