M&G's Jim Leaviss believes investors need to learn to live with heightened volatility as the reappearance of the European debt problems highlights the fragility of the global economy.
BlackRock's Andrew Williamson-Jones has turned over 25% of his Global Equity fund in the past four months to almost double the portfolio's emerging market exposure.
Janus Capital International has launched the Perkins Global Value fund, its second new offering in a month.