Bryan Collings increased exposure to Russia, Brazil and Indonesia in Hexam Global Emerging Markets during August, while retaining an overweight to China.
Veritas Asset Management is launching a long/short China fund at the start of October.
Despite a short-term correction in Chinese A Shares, the medium- and longer-term outlook is robust.
Neptune UK Equity manager combines 15-year stockpicking experience with group's top-down process to achieve consistent outperformance
With one person every four minutes declared bankrupt and one in 33 workers estimated to be unemployed by the year end, companies are shifting strategies towards debt minimisation
Neptune's Felix Wintle anticipates a Q4 US rally despite the market having moved up 50% since March.
The commodities sector has endured quite a remarkable period since November last year, with demand for commodities rebounding strongly.
A background in zoology and marine biology has informed Iain Stewart's patient and intelligent investment style - just don't go telling him that finance is a science
"Does the flap of a butterfly's wings in Brazil set off a tornado in Texas" was the title of Edward Lorenz's talk in 1972 that helped bring aspects of chaos theory to a wider audience.
Over the past quarter, we have witnessed the continuation of the corporate bond market rally, with optimism levels seemingly high over future growth.