Richard Skelt, co-head of Fidelity's Investment Solutions Group, explains how to achieve diversification when correlations between asset classes are high.
As data from China shows growth is already slowing, managers assess the government's response and the implications for investors.
GOME Electrical Appliances, one of the top holdings in Anthony Bolton's Fidelity China Special Situations fund as of last month, saw its share price fall 21% overnight after full-year earnings disappointed.
Gary Shaughnessy, head of Fidelity's retail business, is leaving the firm.
Investors ask whether falling Chinese housing starts could trigger end of commodity super-cycle.
After a volatile start to 2012, equity markets have staged a prolonged rally in recent weeks.