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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Axa IM’s Hayes: we're on cusp of US high yield rally

US high yield is by far the highest risk portion of Nick Hayes’ portfolio, but he says it is attractive enough to warrant more than a fifth of his fund’s holdings.

Is the party over for UK property?

Following the worst outflows from the IA Property sector since the 2008 crisis, what does the future hold for it?

Henderson poaches AAA-rated Payne from Santander

Payne will co-manage the £2.1 billion Henderson Cautious Managed Fund, reporting to AA-rated Chris Burvill.

Kames' Roberts: how we're positioned for rising inflation

Kames Capital's head of fixed income David Roberts says inflation remains robust, leading the firm to build protection into its portfolios.

Citywire goes stateside: how top US managers are playing the election

Citywire travelled to the west coast of the USA to find out how some of country's top portfolio managers were positioned for fallouts from the US election and Brexit.

Brace yourself for the liquidity storm

Lombard Odier's Salman Ahmed and Carolina Minio-Paluello say it's time to focus on fundamentals to withstand liquidity storms.

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