Equities

Concerns about oil prices

Profits up 19% in year to March 2015

Joins Beesley on global equity desk

Restructure across all asset classes

Since it overheated in 2011, following a four-year bull phase that was characterised by expensive equities and an overvalued currency, the Vietnamese economy has been turned around in classic monetary and fiscal fashion.

Disconnect between stock markets and equity returns

Funds available in UCITS structure

Managed by head of equity investment Wildgoose

Fearful of valuation divergence

Alastair Mundy, portfolio manager of the Investec UK Special Situations fund, warns against complacency in expecting flagging companies to bounce back immediately.