MSCI

CONTRARIAN INVESTOR

Pictet Funds is launching an environmental fund based on its thematic approach to investing.

TIP OF THE WEEK

CONTRARIAN INVESTOR

SECTOR WATCH

Neil Gregson is cutting exposure to gold mining stocks in the City Natural Resources High Yield trust as he sees better value in base metal miners.

Jeremy Gleeson is tilting Axa Framlington's Global Techfund towards the mid- and small-cap arena where he is seeing a wider range of growth opportunities.

EMERGING MARKET INCOME

J.P. Morgan's global equities specialist Jeroen Huysinga has been rotating out of mid-cap stocks and into large caps on valuation grounds.

ASSET.TV INTERVIEW