Equities
Global
J.P. Morgan Natural Resources fund manager Ian Henderson has cut his weighting in gold after noting global economic improvements.
15 February 2010
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Asia
Manager anticipates intense money printing as Japanese government launches quantitative easing measures
15 February 2010
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Emerging markets
Baring Emerging Markets fund manager Paul Wimborne has reduced his weighting in Brazil in favour of the cyclical growth on offer in South Korea.
15 February 2010
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Emerging markets
Emerging markets are making up shortfalls that have resulted from a fall in investment from developed countries
15 February 2010
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Europe
Henderson Horizon Pan European Alpha manager Paul Casson has initiated short positions in a basket of Spanish stocks on expectations of a Greek-style sell off.
15 February 2010
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Asia
Japan's economy grew by a better than expected 1.1% in the final quarter of last year, although it contracted by over 5% during the whole of 2009.
15 February 2010
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Europe
Gartmore's John Bennett believes the long-haul recovery will favour technology and healthcare sectors alongside specific stocks able to deliver above average growth.
11 February 2010
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Asia
Legal & General Investment Management plans to merge its £34m Japanese trust into its tracker equivalent, with manager Andrew Nagele and team set to leave the group.
09 February 2010
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Asia
GLG Partners has launched a currency-hedged replica of its £698m Japan CoreAlpha fund.
08 February 2010
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