Equities

Stephane Fertat, portfolio specialist for fixed income at T Rowe Price, has cut exposure to a number of emerging market currencies in recent months.

Skagen is changing the investment strategy of its €921m global equity offering, the Skagen Vekst fund, to expand its investable universe and reduce dependence on the Norwegian energy sector.

Shares in the US closed sharply lower overnight, with some indices hit by the worst one-day percentage falls since late June, as positive jobs data sparked fears of an earlier move to taper QE than expected.

Henderson Global Investors is preparing to merge away three portfolios as it continues to streamline its fund range.

J.P. Morgan Asset Management's Neil Gregson has taken his exposure to gold miners to a historic low of 15% as the sector continues to suffer a torrid period of underperformance.

BIQ QUESTION

Japan equity managers are buying back into domestic companies and cutting their exposure to export-led firms as the slowdown in China and a flat yen weigh on sentiment.

ON EMs

ON JAPAN

ON ASIA PACIFIC