Equities

The eyes of the world's investors will be on the European financial markets this morning after a day in which eurozone debt fears saw the FTSE suffer its heaviest one-day fall in two months.

Simon Lue-Fong, head of global emerging debt at Pictet Asset Management, believes the asset class will outperform this year, driven by strong local currency appreciation.

Castlestone Management is looking to expand its range of equity mandates with the launch of a specialist frontier emerging markets fund, as well as a UCITS version of its Next 11 fund.

Jupiter financials manager Guy de Blonay warns of challenging summer ahead for financials as markets digest macroeconomic worries

ON EUROPE

ON JAPAN

Pick a term, any term. ‘Reprofiling', ‘restructuring' or a plain old ‘default' - there is only so far you can disguise the inevitable.

Dromeus hedge fund manager Jason Manolopoulos argues Greece's ‘odious' debt was incurred by politicians with a self-granted veil of impunity

The Aberdeen Emerging Markets Smaller Companies trust will be overweight domestic growth stocks when it launches next month.

MANAGEMENT STYLE