MSCI

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

EMERGING MARKETS

S&P SECTOR WATCH: JAPAN

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.

COLLINGS' CORNER

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.

Developing markets are now the world's safe harbours and have tackled fiscal challenges in a way Washington "can only dream about", according to Franklin Templeton.