Global

Allianz RCM's global emerging markets team is moving to an overweight position in Chinese property, believing the sector is poised for a rebound.

The head of Barings' Asia Multi Asset Group, Khiem Do, believes ongoing concern over a Chinese property bubble has created good value in the sector.

Barings' Jonathan Blake has increased exposure to fish and poultry suppliers within his £151m Global Agriculture fund as a result of subdued grain and fertiliser prices.

Billionaire investor George Soros, the man who broke the Bank of England, says the financial crisis has "just entered Act II" as Europe's fiscal woes worsen.

Polar Capital has raised £89m for its new Global Healthcare Growth & Income trust.

HSBC's Nick Timberlake and Omar Negyal have opened up a net short position in India within the new GIF Global Emerging Markets Equity Alpha fund.

RWC Partners has made significant changes to its Global Convertibles fund since the departure of former managers Miles Geldard and Lee Manzi.

EMERGING MARKETS

Developing markets are now the world's safe harbours and have tackled fiscal challenges in a way Washington "can only dream about", according to Franklin Templeton.

ASIA