Royal London's David Varley is maintaining his fund's overweight in Toyota Motor Corp.
Events since mid-2007 have given the search for new investment themes extra impetus. Of all those to emerge in recent years, life settlements have perhaps provided the outstanding success story
India is set to become a financial powerhouse within the next 15 years. By Nitin Jain, principal fund manager, Kotak Mahindra (UK) Ltd
We are at the foothills of an exciting new era of technology; the era of personalised technology
Looking back over the past decade, the performance of emerging markets has brought approving comments from even the most hardened critics.
Over the next few years we should see a sustained period of moderate global economic growth, albeit more subdued than previous economic recoveries.
Stuart O'Gorman had an impressive 2009 with the two technology funds he manages with Ian Warmerdam - Henderson Global Technology and New Star Technology - both generating returns over 47%.
Commentators get hooked on equity market index levels.
Smaller companies sector has significantly outperformed other IMA European fund sectors over past 12 months
Following unprecedented government intervention, the US equity market has rebounded over 70% from lows experienced less than year ago.