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.
Martin Currie's Jeff Casson looks at how investors can take advantage of the stock markets of Mexico, Chile, Colombia, Peru and Argentina.
Last year, many commentators and investors worried about deflation. They were looking the wrong way.
Artemis is set to add a global energy fund to its product range on 11 April.
Colin Harte is working to turn around performance on the Barings Absolute Return Global Bond trust after an early short duration call caused a negative return over the past year.
SWIP's Richard Dunbar discusses whether the free market will bring prices back from recent highs in time to prevent further economic and political damage.
Ignis' Diamond Lee believes Asia will have a major inflation problem in the second half of the year, causing markets to become more risk averse.
Iveagh Private Investment House, the Guinness family office, has launched six global multi-asset funds offering a range of different risk profiles.
The Indian equity market has fallen 18% and seen a $1.5bn outflow of foreign investment since the start of the year as inflation fears drive investors back to developed markets.