Global

ON ASIA

Markets are starting to question whether the prospect of robust - albeit unevenly distributed - growth will be disrupted by rising inflation and increasing geo-political risk.

Ex-Schroders trio unfazed by events in Middle East and Japan

Incisive Media's Editorial Director Lawrence Gosling speaks to Motilal Oswal's Nitin Rakesh about the conundrum to investors that is India.

Global Investment Trusts must continue to adapt by cutting costs or becoming more specialist as the cheaper alternatives market comes to the fore, leading managers have said.

Prior to India's Budget, there had been considerable speculation about the extent to which finance minister Pranab Mukherjee would pander to populist demands.

The £572m M&G Asian fund has delivered top-quartile performance over three years, returning an impressive 32.7% versus the Asia Pacific ex Japan sector average of 26%.

Global was the best-selling IMA sector in January - a month which saw net retail sales fall from recent highs to reach a 12-month low.

The disruption and anti-government protests seen in the MENA region stems from the US Federal Reserve printing money, said Aberdeen's head of global equities, who has moved defensive to protect portfolios from further unrest.

Threadneedle's Jeremy Podger has urged investors to avoid last year's best performers whose share prices have already soared.