Investors must look beyond the headline Asian growth story and understand exactly where companies are putting their excess cash flows, according to Michael Godfrey, manager of M&G Asian fund.
Legal & General Investment Management has rung the changes on both its Japanese trust and the Pacific Growth trust.
Cherry Reynard asks if political risk is always synonymous with emerging markets or if it is more the case that in the present climate of upheaval the economic risks of the developed markets present a greater danger for investors
Resolution Argonaut's forthcoming Absolute Alpha fund is to be seeded with approximately £20m from newly-formed Ignis Asset Management.
New political leadership will be a major catalyst for improving the investment case for Japan, according to Morgan Stanley Japan's CIO John Alkire.
European markets have a "better than even" chance of ending the year 5-10pc higher than currently standings, according to Baring Asset Management's director of European equities James Buckley.
Half of institutional investors in the UK plan to increase their investment exposure to the Gulf reg...
European large cap stocks are more likely to outperform than small or mid caps over the course of the next cycle, according to Lazard Asset Management's Aaron Barnfather.
Industry experts remain cautiously optimistic on Russian equities, despite the suspension yesterday of the country's main stock exchanges amid significant share prices falls.
F&C is to add an income share class to its Paras Anand-led European fund, whilst also adopting the use of derivatives as permitted under UCITS III.