Emerging markets veteran Mark Mobius says the best investment he has ever made was Chinese company China High Speed Gear.

The Hong Kong dollar is more likely to disappear than the euro, based on a shift in manufacturing and political factors, says Distinction Asset Management's Ana Armstrong.

The next 12 months will be marked by unintended consequences of the "extreme policy" implemented in 2010, which may include rising bond yields and inflation, says Cazenove's Chris Rice.

Difficulties in the eurozone pose the most serious threat to recovery in developed equity markets, despite a positive outlook for growth, says Schroders' Alan Brown.

Net retail sales of commodity funds reached £208m in November, marking a new record high, according to the IMA.

New asset management company Fundsmith has released its inaugural shareholder letter revealing the Fundsmith Equity Fund has gained 6.14% net of fees since November.

Portugal will need a bailout in 2011, but the future of the eurozone will depend on the fate of Spain, Italy and Belgium, says MAM Funds' Martin Gray.