China

GOSLING'S GROUSE

Strategists and multi-managers are moving back into China following the latest wave of economic reforms detailed in its Third Plenum, with some labelling the package of measures as the ‘catalyst' for stock market returns.

ASEAN

Fidelity Worldwide Investment's Anthony Bolton has revealed the three pillars of a stock-picking process which helped him become one of the most successful fund managers the country has ever seen.

Anthony Bolton's successor Dale Nicholls has revealed how he plans to make his own impression on the Fidelity China Special Situations investment trust when he takes over on 1 April next year.

CONTRARIAN INVESTOR

In an environment where bonds have sold off and equities look expensive, providing a return above inflation is tough, Edward Allen of Thurleigh Investment Managers tells Anna Fedorova.

Ryan Hughes is planning to increase exposure to Europe in the Apollo multi-asset portfolios in one of his first asset allocation moves since joining the firm.

AFRICA

Bill O'Neill, head of chief investment office of wealth management research UK at UBS Wealth Management, has warned there are three key 'nasties and traps' to watch out on the way to global economic recovery.