North's John Husselbee has been increasing risk within his multi-manager portfolios by upping his exposure to Asian equities during the market sell-downs towards the end of last year.
Investec multi-asset managers Philip Saunders and Max King outline seven key themes for investors in 2011:
London's leading index rose almost 150 points, or 2.48%, to reach 6,045 by late morning, buoyed by the commodities sector.
Neptune CEO Robin Geffen has dismissed fears China is overheating, but warns there is a bubble forming in bond markets.
Mercator Trust's Stephen Collier explains how Qualifying Recognised Overseas Pension Schemes could benefit your clients who move overseas.
Henderson head of multi-manager Mark Harris has taken a £16m stake in a Vietnam equity fund as he ramps up his exposure to frontier markets.
J.P. Morgan launched its thematic Global Consumer Trends fund in April 2008 as a way for investors to gain direct access to the consumer growth story and changing consumption patterns across the world.
Pimco bond guru Bill Gross says the developed world faces a crisis of "potentially endless proportions" as the West struggles to compete with emerging markets.