2011 has been a year when some of the most popular emerging market managers paid the price for the breakneck growth of recent years, with investors fleeing to safe havens as equities tanked amid the eurozone debt crisis.
Manager maintains ‘reasonably upbeat' stance on long-term prospects for US consumers, as housing market shows signs of bottoming out.
Fund selectors often overlook small vehicles, but they carry a number of benefits according to managers. Joanna Faith finds out why bigger is not always better.
The managers of two Baillie Gifford investment trusts have significantly slashed gearing in the view growth prospects in the UK market are subdued for the rest of the year.
Baillie Gifford's Sarah Whitley says companies seem to be under-promising and over-delivering following the earthquake.