Emerging Markets

Four bond managers reveal the key challenges for fixed income

Currency fluctuations a key concern

Strategists, asset allocators and fund managers reveal their best ideas for the months ahead as the second half of the year begins in earnest.

With Greece's theatrics dominating the world stage, investors may have missed some compelling stories unfolding in the wings. Bill McQuaker, Henderson co-head of Multi-Asset, outlines three of his favourites.

How managers are exploiting 'mismatch between perception and reality'

Aberdeen Asset Management has been hit with fresh outflows of £9.9bn in the three months to the end of June, as investors continued to reduce exposure to Asia and emerging market equities.

FE's Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.

Chinese equities have rallied strongly after it was revealed state banks have lent some 1.3trn yuan ($209bn) to the country's margin finance agency in the latest step to prevent a market freefall.

Aberdeen's head of global emerging market equities Devan Kaloo has admitted the significant underweight to Chinese equities - as well as an overweight to India - has hurt his flagship GEM fund so far in 2015.

Mark Mobius has stepped back from his role as lead manager of the Templeton Emerging Markets investment trust after 26 years, to be replaced by Carlos Hardenberg.