Newton's Paul Brain is building up his exposure to the renminbi on expectations it will continue to appreciate against the US dollar.
Tineke Frikkee grew the dividend on the Newton Higher Income fund by 3.5% in the 12 months to 30 June despite prominent banks, and oil and gas firms slashing their dividends.
The manager of the Newton Asian Income fund has added to its holdings in Taiwan based on the strength of company balance sheets, and expectations of strong earnings growth.
Newton's head of fixed income Paul Brain is concerned about the European Union's system for bailing out struggling countries.
Newton Real Return manager Iain Stewart talks to Asset TV's Mark Colegate about large caps and hedges to protect the portfolio
UK equity income managers are still forecasting dividend growth across the market this year, despite income behemoth BP suspending payouts until at least 2011.