Old Mutual Global Investors' Richard Buxton has warned five major trends could affect the global economy throughout September and October.
Gold has climbed above the $1,400 mark for the first time since June, re-entering a bull market as disappointing US data and worries over Syria push investors into safe havens.
The Norway-based fund team bucks the trend and outperforms many peers in the offshore Equity - Emerging Markets sector over one, three and five years with focus on large caps and family-owned companies.
Federal Reserve officials are united in their support for tapering bond purchases but split on the precise date of the move, according to the minutes of its latest rate setting meeting.
The increasing likelihood of former US treasury secretary Larry Summers becoming Fed chairman next year has prompted a further spike in bond yields, analysts suggest.