Iain Stewart and Suzanne Hutchins have raised the cash position in the £4.5bn Newton Real Return fund to 26% in an effort to manage volatility in the portfolio.
UK stocks fell on Monday morning, pulling back following the strong end to last week, with Greece once again in focus as government talks enter a critical stage.
Advanced economies, compared with emerging markets, have better fundamentals, but getting back to ‘normal' will be a multi-year process, says economist Nouriel Roubini, who forecasts up to a decade of weak economic growth in the US.
Concerns over a potential hard landing in China, the prospect of renewed turmoil in Iraq and plays on the gold price are among the top ten themes for investors to consider in 2012, according to new research.
An independent Scotland would not automatically receive the AAA rating enjoyed by the UK and could find itself ranked several notches lower, ratings agencies have suggested.
The latest in a string of better than expected macro data from the US drove markets higher on Friday, with the Nasdaq reaching an 11-year high.
The Bank of England will this week pump at least another £50bn into the economy, according to a report in the Independent.
Net retail sales slumped nearly 40% last year to their lowest level in three years, according the IMA's annual figures.
Equity markets are spiking after US non-farm payrolls data revealed the economy added 243,000 jobs last month - far above consensus expectations.
Aberdeen Asset Management is moving to limit inflows into its EM fund range, including Devan Kaloo's £6bn Global Emerging Markets Equity and £2.7bn Emerging Markets funds.