Asian and emerging markets have been a key driver of performance for the Threadneedle Global Equity Income fund since its 2007 launch, as the Western dividend culture spreads into the developing world.
Rathbones head of multi-asset David Coombs plans to access the Chinese growth story indirectly by doubling his exposure to the Baring German Growth Trust.
Marlborough has reorganised the management of its £68m Far East Growth fund in a bid to improve performance.
According to Pictet Asset Management, it is possible to identify slowly evolving tendencies - in demographics, the environment and society - that can be forecast with some confidence.