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.
J.P. Morgan's global equities specialist Jeroen Huysinga has been rotating out of mid-cap stocks and into large caps on valuation grounds.
The after-effects of the credit crunch combined with a lacklustre UN Climate Change Conference have led the BlackRock New Energy trust to underperform, its managers say.
HSBC's Nick Timberlake and Omar Negyal have opened up a net short position in India within the new GIF Global Emerging Markets Equity Alpha fund.
RWC Partners has made significant changes to its Global Convertibles fund since the departure of former managers Miles Geldard and Lee Manzi.