Equities

Henderson's Bill McQuaker has reshaped the group's multi-manager range, giving it a greater European focus.

China/Greater China only became a separate IMA fund sector at the start of this year, recognising the growing number of vehicles focusing on this part of the world.

The JO Hambro Continental European fund has outperformed the Europe ex UK sector average nine out of the 10 years it has been in existence.

Alex Ingham of Aviva Investors says emerging market small caps are well placed to capture the rise of EM consumers.

The evolution of structured UCITS has seen collateralised investments come to the fore. Morgan Stanley's Sophie Barnett looks at how such plans have been adapted for the retail market.

SHOULD YOU FLEE EMs?

Incisive Media's Editorial Director Lawrence Gosling speaks to Investec Structured Products' Gary Dale about developments in the structured investments market.

In the latest Conjecture debate, our panelists from Barclays Wealth, Incapital Europe and Morgan Stanley discussed Structured Products.

Guy de Blonay has turned over 20% of the £900m Jupiter Financial Opportunities fund, selling out of major Chinese banks and buying into US financials.

Threadneedle's co-head of UK equities Simon Brazier has been buying into "unloved" UK domestic stocks in the view valuations are attractive compared to those with coveted emerging market exposure.