Miton's David Jane said an underweight to oil, currency hedging and exposure to long-dated debt has helped drive performance on his multi-asset portfolios since the start of the fourth quarter.
After another year of high profile manager moves and retirements, Investment Week looks at ten of this year's biggest exits, what the managers are doing now, and what has happened to their funds.
The steep fall in the oil price could damage growth and dividend prospects for some of the UK's biggest stocks, adding to managers' concerns over the outlook for the wider market.
Hasley Investment Management has relaunched under the name 8AM Global, with a restructured fund range, as former Miton manager Tom McGrath becomes a partner in the business.
The winners of Investment Week's Investment Company of the Year Awards 2014 were crowned at a ceremony in London on 25 November.
Miton Group has reopened its UK Multi-Cap Income to new investors after imposing an initial charge last year.
Martin Gray is to join his former Miton co-manager James Sullivan at his new venture Coram Asset Management.
Miton Group's investment manager David Jane (pictured) looks at the reasons for the falling oil price and the consequences on wider economy, as oil drops to $77 a barrel for the first time in four years.
Former Miton fund manager James Sullivan is to launch a fund management business within RC Brown Investment Management.