72% of investors are considering a shift in their holdings
'Very cautious' exposure amid Covid-19 chaos
Outperformance brings cause for optimism
Will take over Liontrust Asia Income fund this year
Shift reflects 'change in geographical composition of EMs'
Top performing funds table 'most diverse in months'
The Covid-19 crisis is weighing on global growth and corporate earnings, with negative effects on the outlook for emerging markets (EM) pushing many countries in recession.
Diversification, dispersion and harnessing volatility