Emerging Markets

RCM is preparing to launch GEM multi-asset fund in the second quarter of this year.

Turkey is unlikely to suffer any contagion effects from the events in Egypt, says Jupiter's Elena Shaftan, but she warns the most dangerous time for investors will be after the country's next election on 4 June.

Emerging markets guru Mark Mobius says the geopolitical impact of the unrest in Egypt could be far-reaching and largely positive, by sparking "long overdue" reform in the region.

ON EMERGING MARKETS

Investors have frequently dismissed Europe over the last 10 years due to the region's political and structural issues, but European companies can still benefit from globalisation, says Alexander Darwall at Jupiter.

Developing nations are seeing money market rates soar at the fastest pace since 2008, as central banks in EMs boost borrowing costs in reaction to concerns over political unrest in Egypt.

As the BRIC nations start to become more emerged than emerging, Castlestone's Arrash Zafari, examines the importance of having a truly diversified portfolio.

It is almost a year since John Bennett arrived at Gartmore from GAM to take on the Gartmore European Selected Opportunities fund from Roger Guy and Guillaume Rambourg.

Schroders has launched the ISF Global High Income Bond fund, offering a high level of income by investing in emerging market sovereign, corporate and developed market high yield debt.

Goldman Sachs Asset Management has launched the N-11 Equity Portfolio, a long-only fund investing in the securities of the ‘Next Eleven' countries.