Barings

Barings is to add to its Asian equity fund range with an Indian product for recent hire Ajay Argal.

Barings' head of Asian equities Colin Ng is rotating his portfolio away from industrials and petro-chemical stocks that took a hit in the summer sell-off, and has been adding to banks.

Baring Asset Management has appointed Michael Simpson to the role of head of Latin American equities as it moves to expand its presence in the space.

Asian markets as a whole will not begin to outperform until the European debt crisis is resolved, but consumer stocks in China will serve investors well, according to JO Hambro Capital Management's Paul Wimborne.

Darwin's David Jane, JPM's Nick Gartside, MAM's Martin Gray, and Andrew Cole of Barings look at the similarities and differences between today's market and economic backdrop and the crisis that followed the Lehman collapse in 2008.

SHOULD YOU JOIN THE FLIGHT TO GOLD?

Barings' Agnes Deng is increasing exposure to Chinese banks within the £2.5bn Hong Kong China fund as valuations fall to levels last seen during the banking crisis.

Ajay Argal is to join Barings as head of Indian equities, based in Hong Kong.

Emma O'Neill, investment research analyst at OBSR, examines the best performing Continental European funds.

Barings' Andrew Cole has slashed the equity weighting on his £28.1m Multi Asset fund by 15% in favour of government bonds as his team becomes increasingly risk averse.