Anthony Bolton has urged investors to be "steely" and hold on to their nerve particularly during volatile times, as he talked about his tenure as fund manager of the UK's largest unit trust.
Emerging markets funds have been hit by the biggest level of outflows in seven years, as issues including MSCI stalling on adding Chinese A-shares to its benchmarks weighed on sentiment.
Index provider MSCI has said it will not include China A-Shares in its global and emerging market benchmarks until issues relating to liquidity and ownership are resolved.
From urbanisation and the rise of a new middle class in emerging markets, to a renewed focus on corporate governance, managers explain which global structural changes are having the greatest impact on their portfolios.
The prices of core commodities, including oil and iron ore, have plunged in recent years. Michael Hulme, commodity equities fund manager at Carmignac Gestion, analyses the areas still able to offer value as industries consolidate and respond to price...
Peter Askew, co-manager of the T. Bailey Growth fund, says investors are at risk of missing out on the best Asian opportunities by only allocating to the region through emerging market labels
Renewed yen weakness could bring about a fresh global currency war resulting in a 'tidal wave of deflation' in China and the West, Société Générale's Albert Edwards has warned.
Chinese funds saw the largest weekly inflows since 2008 this week, with hot money flowing into Chinese A-shares ETFs, before the 6.5% correction seen in the market yesterday.
Chinese mainland shares have plummeted 6.5% as investors took profits, as a fresh squeeze on margin financing was blamed for the latest blip in the country's fierce equity rally.