The head of Investec Asset Management's value team, Alastair Mundy, is holding on to his out of favour gold positions on expectations of an upcoming bear market.
After a summer lull, fund buyers have begun the autumn again wondering how to deal with a raft of manager moves - with significant consequences for fund groups, in some cases.
Which equity market offers the best value currently?
Former Threadneedle head of UK equities Simon Brazier will take over as manager of the £181m Investec UK Alpha fund when he begins his career at the asset manager next month.
Fund buyers have had a tough time choosing funds this year, as some of the best known portfolios in the UK have gone through manager changes.
Investec Asset Management's Alastair Mundy suggests some tactics for investors keen to open up their horizons (and minds) when buying stocks and funds.
The Big Question: Where are the opportunities in government bond markets now?