Kyle Caldwell and Sam Benstead run through the funds and investment trusts that investors have been buying to take advantage of stock markets returning to form in July. They also give their take on Scottish Mortgage breaching its unlisted stock limit, and Sam explains why the outlook for bonds is looking up.

Later on in the podcast, the fund manager interview is Fiona Yang, co-manager of the Invesco Asia Trust, which invests in undervalued Asian franchises. Yang explains why she has been increasing exposure to Chinese stocks.

Visit www.ii.co.uk/funds and www.ii.co.uk/stock-market-news for more investing insight and ideas.

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Funds Fan: Scottish Mortgage, bonds are back and China’s a buy