Newton

In the second of a two-part series, Investment Week asks managers for their views on high yield following the sector sell-off in Q3 and how they are gaining exposure.

Managers joining from Veritas and Baillie Gifford

Focus on high conviction ideas

Run by former £1bn Income fund manager

Manager left Newton earlier in the year

Asian equity managers are remaining optimistic on the outlook for China, dismissing investor concerns the country is heading towards a hard landing, despite third quarter GDP growth being the weakest since the financial crisis.

Fund managers and business heads have moved on

UK growth focus UK property prices, particularly in London, are back above their 2007 highs. This is important as it is primarily homeowners who drive the UK economy - over 50s own around 75% of the country's wealth.

Concern firms could suffer 'reputational damage'

It is widely known as a safe haven, but gold bullion is a relatively small market with the above ground value of gold estimated at around $7trn.