Manager adopts three-pronged strategy including focus on contrarian bets in EM Europe
A third round of quantitative easing in the US would lead to the collapse of the dollar, M&G's Jim Leaviss has warned.
Fund bounces back through focus on companies that have benefitted from the recession
As the top-performing sector of the past year, North American Smaller Companies bested even technology, despite swings in market sentiment
Stock selection has been the key to outperformance for funds in the Asia Pacific excluding Japan sector over the last five years.
Walker Crips fund managers Jan Luthman and Stephen Bailey's long-established macrothematic investment philosophy has led the group's £156m Equity Income fund to long-term top quartile performance.
The first month of 2011 has already seen developments for AXA's multi-manager firm Architas, with Caspar Rock becoming chief investment officer in January.
The aftermath of the global credit crisis has seen property as an asset class struggle in the face of liquidity issues.
Since taking over the helm of Standard Life Investments' UK Equity Unconstrained fund in April 2008, Ed Legget has raised eyebrows in the UK All Companies sector.