Fidelity's Anthony Bolton has conceded his China Special Situations trust has endured another 'disappointing' six months, but he is hopeful the upcoming leadership election could provide a boost to returns.
Japan's economy has shrunk by 3.5% on an annualised basis, following a sharp decline in exports to key markets like China.
Fidelity has revamped its Asian fund range in a move which gives the managers the ability to invest more of their portfolios in the onshore Chinese stock market.
JPMAM's Neil Gregson talks to Jenny Cosgrave about a frustrating year for commodities investors.
Janus Capital Group's fixed income team has reduced the credit weighting and high yield exposure across its Core Plus bond strategy.