Fund manager focus

Investec manager points to change of focus as performance catalyst since taking reins of the group's Strategic Bond fund in 2006.

Bryn Jones has delivered top-decile performance on the £62m Rathbone Ethical Bond fund over the last year, returning 11.3% compared to the average corporate bond fund return of 6.9%

Manager believes quality over defensives has been fundamental to surviving crises in markets during first six years at Threadneedle.

RLAM European Growth manager shuns defensives and piles into banks with eurozone issues ‘already in the price'.

Barings' Global Bond manager uses top-down scenario forecasting to generate returns

Artemis UK Growth fund manager has boosted performance with overseas earnings strategy but is beginning to look at UK-centric stocks

Neptune manager believes unpredictable energy prices pose near-term inflation problem

Sarasin's Whitehead tips Monetary Policy Committee to hike rates in May as inflation soars, providing potential boost to dividend-focused equities

Head of European high yield at Aberdeen believes low interest rate climate makes income from high-yield bonds more attractive to investors

Invesco Perpetual's Stuart Parks has warned Asian growth rates are poised to drop as central banks move to combat inflation.