MSCI

CHINA

Mirabaud Asset Management has poached AXA Investment Management's Anu Narula to run a new global equity portfolio.

The continued weakness of sterling against the US dollar has prompted fund buyers to move out of sterling-hedged share classes and into unhedged or dollar-denominated positions.

RUSSIA

INFRASTRUCTURE

Andrew Graham, manager of the Martin Currie Pacific trust, argues the trend for earnings downgrades must reverse before stock markets can go higher.

ASIA

EQUITY

Fund buyers are calling on iShares to review the pricing of its range of UK exchange-traded funds (ETFs), especially the mainstream vehicles that are charging substantially more than their peers.

CONTRARIAN