Emerging Markets

Threadneedle's CIO Mark Burgess has reduced holdings in Asian and emerging markets in expectation of inflationary pressures, adding instead to European banking stocks and Japanese equities.

Barings' James Syme and Paul Wimborne are joining J O Hambro Capital Management (JOHCM) to launch a new emerging markets fund later this year.

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.