Global

The Fidelity South East Asia fund manager warns share prices and currencies are pricing in a crisis scenario despite solid fundamentals.

Emerging market debt exposure drives long-term returns for funds in IMA Global Bond sector, while government debt is short-term winner.

ASIA'S NEXT BIG BUY

First State Asia Pacific Leaders manager runs chunky underweight to Chinese equities ahead of expected pull-back.

India has faced a number of headwinds this year but the country still offers plenty of investment potential, writes Nitin Jain, principal fund manager at Kotak Mahindra (UK).

Sharat Dua, portfolio adviser to the Charlemagne Magna Africa fund, asks why the continent is not attracting investors' money.

Newton's Jason Pidcock is underweighting South Korea as he believes there is a strong possibility of integration with North Korea.

Falls in the multi-billion dollar US loan market during the summer turmoil have been labelled an anomaly by Neuberger Berman's managing director Joe Lynch.

Alliance Trust's head of fixed income says the only way is up for yields on gilts and treasuries amid record lows.

RCM Global Investors' Sue Chan is set to join Schroders as a global portfolio manager, sitting on the global and international equities team.