Telecoms

Avoided bond proxies previously

Continuing impasse in French market deals

Fund managers reveal telecoms, housebuilders and retail as some of the sectors they believe will be able to continue their strong run in 2016, alongside the trouble spots.

Moore succeeds Mott on fund

Utilities and telecoms are being negatively impacted by interest rate environment changes, but some sectors are showing resilient economic growth, says Evan Bauman, portfolio manager on the Legg Mason ClearBridge US Aggressive Growth fund.

Equities already entered a bear market

Appeal of non-traditional financials

Fund groups are raising their technology exposure in existing funds, and even launching sector-specific mandates, as they predict disruptive technologies will wipe out household names in the future.

Martin Walker, fund manager at Invesco Perpetual, explores the attractive valuation opportunities in the oil and banking sectors.