Sanlam Investment Management's Kokkie Kooyman has boosted exposure to emerging market banks in the Global Financial fund from 60% last September to 64%.
Asian convertibles may not be a traditional option for UK investors but they could be the best way to play Asia in the likely volatile markets of 2010, writes Kurt Fisch
Following the strong performance demonstrated by most main risk assets during 2009, the start of 2010 saw volatility return to the markets.
Fidelity's Tom Stevenson on the shift in the balance of power in the global economy from West to East that will soon alter the investment landscape forever
Neptune Japan Opportunities manager runs a consolidated portfolio of evenly sized holdings of between 2% and 3%
HSBC GIF Indian Equity fund manager Sanjiv Duggal says the country's recent Budget has benefited infrastructure and consumption stocks but an rise in excise duty could make markets jittery.
Insynergy Investment Management has teamed up with Reliance Capital Asset Management in Singapore to launch the Ucits-compliant Absolute India equities fund.
HSBC Global Asset Management is to launch a pair of ETFs tracking emerging market indices.
Climate change continues to be a controversial topic, but how should level-headed investors respond?
Emerging Markets manager sees recovery ahead for Mexico, Russia, Turkey and Peru