Paul Spencer passed his five-year anniversary on the Rensburg UK Mid Cap Growth fund earlier this year after rejoining the group in 2006 boasting top-decile returns over all time periods.

Just as we feared, 2011 is proving unrewarding for most investors. Days of gloom and falling markets alternate with days of enthusiasm and love of risks.

This week's panel discusses the key themes currently affecting global emerging markets

The predictions of consolidation within the asset management industry come and go with the economic cycles and stock market volatility.

Recent events in the US have caused another headlong surge into UK gilts for their supposed safe haven status, driving yields down to fresh lows.

TIME TO GO BACK INTO EMs?

Emerging markets are by no means a safe haven, but the problems these countries face are minor in comparison to those of the more developed world, writes Jerome Booth, head of research at Ashmore Investment Management Limited.

Thames River's Rob Burdett argues that company balance sheets should be healthy enough to see us through the global storm.

Prudential Portfolio Management Group's Andy Brown believes it is not too late to contain the contagion threatened by Greece's default.

JOHCM's Scott McGlashan claims Japanese companies must look beyond Japan to defy its depressed stock market.