Global

The IMA Global Emerging Markets sector posted its largest monthly net retail inflow on record in October, as investors redeemed a significant amount from UK All Companies funds.

Should geopolitical risk raise concerns about the South Korean equity market? We think not.

Thames River's Global Credit fund has reached its first anniversary under manager Stephen Drew, who joined the firm in June from Tudor Capital to take on the role of head of credit.

7IM is convinced the upward correlation between gold, equities and fixed income has got to come to an end. How it ends and how to manage portfolios when it does is just one of themes discussed by the group's directors Justin Urquhart Stewart and Tom Sheridan....

Skandia Investment Group's François Zagamé is keeping his conviction in Gartmore's Chris Palmer, retaining an £80m mandate with the manager within his £1bn Global Dynamic Equity fund.

Fundsmith founder Terry Smith is set to lose one of the 22 stocks in his Equity fund to an acquisition, less than a month after the vehicle's launch.

Cazenove's Richard Jeffrey examines the key differences between the US and UK markets.

ON ASIA

In the latest Conjecture debate, our panelists from Aberdeen Asset Management, Standard & Poor's and Rathbone Unit Trust Management discussed global equities.

George Soros, who has described gold's spike as the "ultimate asset bubble", has cut his holdings in the SPDR Gold Trust for a third quarter.