Sarasin's Daniel Briggs has reduced sterling and euro exposure in the £231m GlobalSar IIID fund over concerns for public sector deficits.
James Smith's Ignis Global Growth fund tops IMA Global Growth sector over one year with returns of 50.7%, against 21.3% sector average
Looking back over the past decade, the performance of emerging markets has brought approving comments from even the most hardened critics.
When we considered the outlook for Russia at the beginning on 2009, it appeared we were staring into the abyss.
Japan, the world's second-largest economy, has for 20 years been an unfashionable area to invest in and therefore largely ignored by investors.
Natural Resources vehicle beats sector average by 73.7% over past 12 months
The big story of 2009 was quantitative easing; the big story of 2010 will be quantitative tightening.
Prospects for the global economy remain unclear. Despite a positive response to stabilisation measures introduced by G20 governments, the challenge now is how to exit from the enormous stimulus packages while maintaining recovery
This week's Conjecture panel concludes there are decent returns to be had in equities over the next 12 months and the upswing we are witnessing among developed and emerging economies is synchronised and solid
It has been over a year since the collapse of Lehman Brothers. Credit spreads, which skyrocketed during the crisis and remained high early this year, have retracted somewhat.