Santander's Hak Salih has been increasing his fund's exposure to defensive stocks, believing the UK economy will remain volatile for a number of years.
Warren Buffett plans to visit Japan and India next year and believes Berkshire Hathaway could make a significant acquisition in the countries.
With many investors looking East to avoid the risks of Western markets, groups are rolling out a raft of new China-focused funds.
Felix Wintle has made some strong sector shifts in his Neptune US Opportunities fund over the past two weeks, after admitting he has been too bearish on the American economy.
Henderson SRI manager says expectations of Copenhagen summit were unrealistic