Fidelity

Fidelity International biggest winners

The number of foreign tourists travelling to Japan has been growing strongly for four years now and shows no signs of abating, writes Fidelity's Nicholas Price.

Following the global rout in commodities in 2015, managers are rotating back to oil, mining and precious metals this year via a range of vehicles such as ETFs, investment trusts and MPLs.

With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...

'Unloved' sector picking up

Survey of multi-manager and model portfolios

Lowest TER now 5bps

Some 45 managers named

New holding in Sainsbury's

Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.