Reits

The managers of Standard Life Investment's giant £18bn Global Absolute Return Strategies fund have put in place four key trades ahead of an expected uptick in volatility in September, which they expect to benefit investors into 2014.

Franklin Templeton has hired former Insight and Armstrong manager Toby Hayes to manage a new multi-asset range, Investment Week can reveal.

Artemis' de Tusch-Lec tells Dan Jones how he swapped high quality names for value stocks to send his £260m fund into the top quartile over three years.

ONE TO WATCH

M&G's Tiltman is backing "the Carnaby street of tomorrow" in her REIT securities fund in a bid to tap the emerging consumer.

Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.

Multi-asset managers have been moving back into property for the first time since the financial crisis, as higher income levels from the sector attract yield-hungry investors.

HEDGE

PROPERTY FUNDS

Japanese equity managers are betting on the domestic consumption theme following the Bank of Japan's aggressive move earlier this month to avert deflation and stimulate the flagging economy.