Emerging Markets

Artemis' Jacob de Tusch-Lec has taken exposure to emerging markets from around 4% underweight to 4% overweight in his £27m Global Income fund since the beginning of the year following falls in share prices in the past six months.

AXA Investment Manager's Julian Thompson has cut exposure to financials by more than 4% in his £224m AXA Framlington Emerging Markets fund, based on concerns over growth in Turkey and valuations in Indonesia.

Ignis has revamped its Emerging Markets fund to allow the manager to take whole country bets rather than single stock positions.

Gary Chan has joined Axa Investment Managers as a portfolio manager within Julian Thompson's Axa Framlington emerging markets team.

ON BONDS

Paul Wharton, chief investment strategist at Deutsche Bank Private Wealth Management UK, explains how the internet revolution has helped EMs emulate the West.

Mark Mobius is "cautiously" looking to buy oversold quality companies in the Middle East and North Africa, despite increasing volatility in the region.

ON EMERGING MARKETS

Investors' growing appetite for emerging market debt is a cause for concern as the asset class could be set for a correction, says Rathbones' David Coombs.

As emerging market indices take a pause in their sustained rise, the case for developed market equities is re-emerging.