Elena Shaftan, manager of the Jupiter Emerging European Opportunities fund, reports on her findings from a recent research trip to Russia.
Jupiter's Philip Gibbs is to hand over his £536m Absolute Return fund to recent hire James Clunie in September, ahead of his retirement in 2014.
UK equity income funds are nearing single stock limits on key holdings, causing concentration risk fears to mount, but which funds are taking the biggest bets?
Emerging markets face a tough summer but this could lead to an entry point for investors at the end of Q3, said Jupiter's Kathryn Langridge.
Leading strategic bond fund managers have cut their aggressive shorts on US treasuries, on the expectation the Federal Reserve may postpone plans to scale down QE if growth and inflation continue to undershoot.
Emerging markets now face a "cyclical point" in their development as the impact of loose monetary policy around the globe begins to wane, according to Jupiter CIO John Chatfeild-Roberts.
Equity income stocks could be among the biggest losers from an environment in which investors prepare for a tapering of US QE, investors have warned.