Emerging markets

AXA Investment Manager's Julian Thompson has cut exposure to financials by more than 4% in his £224m AXA Framlington Emerging Markets fund, based on concerns over growth in Turkey and valuations in Indonesia.

In the latest Conjecture debate, our panellists from Aberdeen Asset Management, MFS Investment Management, Barings and Standard & Poor's discussed Emerging Market Debt.

Paul Wharton, chief investment strategist at Deutsche Bank Private Wealth Management UK, explains how the internet revolution has helped EMs emulate the West.

Barclays Capital's Luca Ricci and Amrita Sen believe investors who think the current short-term rise in inflation is temporary should think again…

Old Mutual Asset Management's bond funds have moved back into negative duration after a temporary switch to positive duration at the start of the Middle East crisis.

ON EMERGING MARKETS

The second half of 2010 saw continued strong returns from global emerging markets.

As emerging market indices take a pause in their sustained rise, the case for developed market equities is re-emerging.

The renminbi is poised to replace the yen as a global reserve currency within the next decade, says Franklin Templeton's Mark Mobius.

HSBC Global Asset Management has named Andy Clark as head of wholesale for EMEA, a role created as part of the bank's move to grow across the region.