What is proper portfolio diversification?
Investors are moving out of frontier markets and in to global emerging market vehicles, including BRIC funds, to capture a reversal in their fortunes.
Which sectors are ripe for consolidation?
Wealth managers have been reducing allocation to equities in favour of convertible bonds as a hedge against volatility, following a strong run higher for equity markets.
Wealth managers are reducing their exposure to hedged share classes in their Japanese fund holdings, in the belief that further yen depreciation now looks less likely.
With interest in Asian equity funds having dwindled in recent months as concerns over emerging markets escalate, Premier Asset Management's Simon Evan-Cook outlines the portfolios he still backs in the region.
Hermes product specialist Mike Rimmer has joined Premier Asset Management to work as part of its multi-asset team.
Policy tightening and stimulus, falling commodity prices and elections - this year is likely to be shaped by conflicting forces, explains Premier's David Hambidge.
Ian Rees, head of research for multi-asset funds at Premier Asset Management, tells Annabelle Williams how the team has accessed four alternative income sectors.