Thames River's multi-managers have been cutting exposure to ‘bubbly' Asia in favour of Europe as they tidy up the portfolios inherited from F&C.
Templeton's Mark Mobius is mulling plans to establish a hedge fund, which would manoeuvre the firm into the $1.9trn alternative asset management space.
Regulatory issues are holding BlackRock's Mark Lyttleton back from increasing exposure to financials, as he says valuations look attractive.
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.
UK shares are in indecisive mode again this morning, while Asian stocks have been hit by renewed eurozone debt fears.
Schroders has closed a number of share classes on its $1bn Asian Total Return fund in order to protect performance for existing investors.