Fidelity

Fidelity‘s Allan Liu has said performance on the £2bn South East Asia fund has been hit by exposure to mid-cap stocks.

FIXED INCOME

GOSLING'S GROUSE

ANTHONY BOLTON

GREEK ELECTIONS

Fidelity's Ian Spreadbury has said he is short German interest rate risk in the view that the eventual move towards a 'eurobond' solution will cause yields to rise.

Fidelity's legendary fund manager Anthony Bolton has admitted his China Special Situations trust is 'not where I had hoped to be' after the NAV fell 18.5% for the year ended 31 March 2012.

UK income funds face a new threat from the eurozone crisis if the pound continues to strengthen against the single currency, leading managers have said.

EUROPE

Fidelity Worldwide Investment's global CIO Dominic Rossi said shares will not begin to re-rate until the long-running bull market in commodities ends.