Equities
Emerging markets
Artemis' Jacob de Tusch-Lec has taken exposure to emerging markets from around 4% underweight to 4% overweight in his £27m Global Income fund since the beginning of the year following falls in share prices in the past six months.
28 March 2011
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Emerging markets
AXA Investment Manager's Julian Thompson has cut exposure to financials by more than 4% in his £224m AXA Framlington Emerging Markets fund, based on concerns over growth in Turkey and valuations in Indonesia.
28 March 2011
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Specialist
Strong growth in commodities, resources and EMs highlights breadth and global nature of options available in the Specialist sector, with top performers including Smith & Williamson Global Gold and Resources, HSBC GIF Emerging Markets Local Debt and BNY...
25 March 2011
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Europe
RWC's Ajay Gambhir says while geopolitical events in the Middle East have sparked uncertainty, there are still plenty of opportunities for long/short investing in Europe.
25 March 2011
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Specialist
IBT's David Pinniger explains why investors looking for growth should consider the biotech space.
25 March 2011
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