Emerging markets

Lazard Global Equity Income manager attributes fund's 57.9% increase to his focus on individual companies rather than macro-economics

Sanlam Investment Management's Kokkie Kooyman has boosted exposure to emerging market banks in the Global Financial fund from 60% last September to 64%.

All politicians strive for the ‘Goldilocks economy', which is neither too hot, nor too cold, but just right, thus allowing for steady economic growth with moderate inflation.

Allianz RCM's Dynamic Growth to comprise high and low volatility asset classes, weighted 70/30 towards former

Former J.P Morgan manager Christopher Morrell has joined hedge fund specialist Sloane Robinson.

Asian convertibles may not be a traditional option for UK investors but they could be the best way to play Asia in the likely volatile markets of 2010, writes Kurt Fisch

Following the sharp market rally of 2009, emerging markets have experienced something of a flat start to 2010 in sterling terms.

Baillie Gifford Global Income fund manager Dominic Neary believes emerging markets will grow in importance for income investors as the UK domestic market faces significant headwinds.

Fixed income managers are warning parts of the emerging market debt universe have become considerably overvalued as a wall of money enters the burgeoning asset class.

Fidelity's Tom Stevenson on the shift in the balance of power in the global economy from West to East that will soon alter the investment landscape forever