Global

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.

ON ASIA

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.

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.